Nextcare, Inc. 401(K) Plan — Form 5500 plan (Nextcare, Inc.)

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, Nextcare, Inc. 401(K) Plan is a benefit plan reported by Nextcare, Inc. under EIN 86-0727095 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,512 participants and $14,454,584 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.5MPlan net assets, end of year$14,454,109
Participants1.5KCovered participants reported1,512
Assets / participant$9.6KComputed: assets ÷ participants$9,560 (computed)
Provider compensation$20.4K2 Schedule C provider row(s)$20,396
Plan sponsor
Nextcare, Inc.
EIN
86-0727095
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,512H, C20241011140817NAL0011000579001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.5M total assets
Net assets$14.5MLiabilities$475
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$297.5K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$14,454,584
Total liabilities (EOY)
$475
Net assets (EOY)
$14,454,109
Net assets (BOY)
$13,113,048

Income & contributions

Employer contributions
$297,497
Participant contributions
$1,500,625
Total contributions
$1,922,063
Total income / additions
$3,943,897

Expenses & distributions

Benefits paid
$2,495,771
Administrative expenses
$90,997
Total expenses
$2,602,836
Net increase / (decrease)
$1,341,061
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bayntree Wealth Advisors, LLCRIA$18,416$02023
John Hancock Life Insurance CompanyRECORDKEEPER$1,980$02023

Related Form 5500 pages