2023 Form 5500 filing — Theracare 401(K) Savings 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 20241003153508NAL0018004000001) for Theracare 401(K) Savings Plan, reported by Theracare Of New York, Inc under EIN 13-3599274 and plan number 001. It reports 1,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003153508NAL0018004000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Theracare Of New York, Inc
- EIN
- 13-3599274
- Plan number
- 001
- Location
- Hauppauge, NY
- Participants
- 1,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,753,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,753,242
- Participant contributions
- $1,876,589
- Total income / additions
- $6,364,885
- Benefits paid
- $3,008,797
- Administrative expenses
- $190,532
- Total expenses
- $3,199,329
- Net increase / (decrease)
- $3,165,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $190,532 | $0 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY | $0 | $27,166 |