2023 Form 5500 filing — Adapthealth 401(K) Profit Sharing Plan And Trust
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 20240813080409NAL0010310369001) for Adapthealth 401(K) Profit Sharing Plan And Trust, reported by Adapthealth, LLC under EIN 45-5553972 and plan number 001. It reports 11,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813080409NAL0010310369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adapthealth, LLC
- EIN
- 45-5553972
- Plan number
- 001
- Location
- Plymouth Meeting, PA
- Participants
- 11,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,753,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,753,731
- Employer contributions
- $5,185,976
- Participant contributions
- $20,155,272
- Total income / additions
- $47,330,700
- Benefits paid
- $17,405,440
- Administrative expenses
- $356,055
- Total expenses
- $18,307,560
- Net increase / (decrease)
- $29,023,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $278,055 | $0 |
| Creative Planning LLC | ADVISOR | $58,500 | not reported in the loaded dataset |
| Lockton Investment Advisors | ADVISOR | $19,500 | not reported in the loaded dataset |