2023 Form 5500 filing — Person Centered Services Care Coordination Organization LLC 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 20240816092803NAL0008172915001) for Person Centered Services Care Coordination Organization LLC 401(K) Plan, reported by Person Centered Services Care Coordination Organization LLC under EIN 82-3550571 and plan number 001. It reports 905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816092803NAL0008172915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Person Centered Services Care Coordination Organization LLC
- EIN
- 82-3550571
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,082,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,082,976
- Employer contributions
- $907,538
- Participant contributions
- $2,174,203
- Total income / additions
- $5,783,207
- Benefits paid
- $1,431,773
- Administrative expenses
- $144,242
- Total expenses
- $1,577,368
- Net increase / (decrease)
- $4,205,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $123,885 | not reported in the loaded dataset |
| Level Financial Advisors | NONE | $20,357 | not reported in the loaded dataset |