2023 Form 5500 filing — Palm Beach Health Consulting 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 20240925135709NAL0026896658003) for Palm Beach Health Consulting LLC 401(K) Plan, reported by Palm Beach Health Consulting under EIN 92-1435276 and plan number 001. It reports 451 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)$563.3KReported net assets$563,269

Participants451

Provider compensation$2.1K2 Schedule C row(s)$2,137

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240925135709NAL0026896658003
Plan sponsor: Palm Beach Health Consulting
EIN: 92-1435276
Plan number: 001
Location: Montebello, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$563.3K total assets

Net assets$563.3KLiabilities—

Money in vs. money out

Total income / additions$565.4K

Total expenses$2.1K

Benefits paid / distributions$0

Contributions

Employer$0

Participant$193.2K

Full reported line items

Total assets (EOY): $563,269
Net assets (EOY): $563,269
Employer contributions: $0
Participant contributions: $193,170
Total income / additions: $565,406
Benefits paid: $0
Administrative expenses: $2,137
Total expenses: $2,137
Net increase / (decrease): $563,269

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Financial Life Ins Co$2K
RECORDKEEPER · Direct $2K · Indirect $0
2
Intac Actuarial Services, Inc$100
RECORDKEEPER · Direct $100 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925135709NAL0026896658003 cover?: It is the 2023 Form 5500 filing for Palm Beach Health Consulting LLC 401(K) Plan, reported by Palm Beach Health Consulting (EIN 92-1435276).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).