Elder Care Alliance — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Elder Care Alliance (EIN 94-3260975) is a plan sponsor located in Alameda, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-3260975
Location
Alameda, CA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.7MSummed across loaded plans$20,656,020
Total reported assets$20.7M$20,656,020
Total reported participants1.5K1,537
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.7M total assets
Net assets$20.7MLiabilities$0
Contributions & income
Employer contributions$370.6K
Participant contributions$1M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets72%Elder Care Alliance 403 (B) Retirement Savings Plan
Participants per plan512Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 737 participants · 2023
  2. 2
    Plan #001 · 445 participants · 2023
  3. 3
    The Elder Care Alliance Employee Benefit Plannot reported in the loaded dataset
    Plan #505 · 355 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Elder Care Alliance
YearPlanParticipantsSchedulesFiling
2023Elder Care Alliance 401(A) Retirement Savings Plan445H, C20241015152935NAL0028936849001
2023Elder Care Alliance 403 (B) Retirement Savings Plan737H, C20241015153110NAL0016759331001
2023The Elder Care Alliance Employee Benefit Plan35520241209101206NAL0005696707001

Related Form 5500 pages