2023 Form 5500 filing — Grace Health 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 20240820113906NAL0005774754001) for Grace Health 401(K) Plan, reported by Grace Health under EIN 38-2679075 and plan number 002. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820113906NAL0005774754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grace Health
- EIN
- 38-2679075
- Plan number
- 002
- Location
- Battle Creek, MI
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,690,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,690,390
- Employer contributions
- $623,887
- Participant contributions
- $2,127,569
- Total income / additions
- $6,743,623
- Benefits paid
- $3,044,190
- Administrative expenses
- $45,507
- Total expenses
- $3,089,697
- Net increase / (decrease)
- $3,653,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,902 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $9,605 | not reported in the loaded dataset |