2023 Form 5500 filing — Alta Care Group, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724121222NAL0012589633001) for Alta Care Group, Inc. 401(K) Plan, reported by Alta Care Group, Inc. under EIN 34-1205791 and plan number 003. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,678,415
Participants220
Provider compensation$1.1K1 Schedule C row(s)$1,125
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724121222NAL0012589633001
Plan sponsor
Alta Care Group, Inc.
EIN
34-1205791
Plan number
003
Location
Youngstown, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$1.8K
Money in vs. money out
Total income / additions$1.3M
Total expenses$458.9K
Benefits paid / distributions$456.4K
Contributions
Employer$317.2K
Participant$255.6K
Full reported line items
Total assets (EOY)
$5,680,214
Total liabilities (EOY)
$1,799
Net assets (EOY)
$5,678,415
Employer contributions
$317,166
Participant contributions
$255,581
Total income / additions
$1,348,367
Benefits paid
$456,435
Administrative expenses
$2,425
Total expenses
$458,860
Net increase / (decrease)
$889,507

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock UsaRECORDKEEPER$1,125$0

Related Form 5500 pages