Person Centered Services Care Coordination Organization LLC 401(K) Plan — Form 5500 plan (Person Centered Services Care Coordination Organization LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Person Centered Services Care Coordination Organization LLC 401(K) Plan is a benefit plan reported by Person Centered Services Care Coordination Organization LLC under EIN 82-3550571 and plan number 001. The latest loaded filing year is 2023. The filing reports 905 participants and $16,082,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Person Centered Services Care Coordination Organization LLC
- EIN
- 82-3550571
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 905
- End-of-year plan assets
- $16,082,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 905 | H, C | 20240816092803NAL0008172915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,082,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,082,976
- Net assets (BOY)
- $11,877,137
Income & contributions
- Employer contributions
- $907,538
- Participant contributions
- $2,174,203
- Total contributions
- $3,554,380
- Total income / additions
- $5,783,207
Expenses & distributions
- Benefits paid
- $1,431,773
- Administrative expenses
- $144,242
- Total expenses
- $1,577,368
- Net increase / (decrease)
- $4,205,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $123,885 | not reported in the loaded dataset | 2023 |
| Level Financial Advisors | NONE | $20,357 | not reported in the loaded dataset | 2023 |