2023 Form 5500 filing — Grace Healthcare Services, LLC 401k 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 20241009123850NAL0019178241003) for Grace Healthcare Services, LLC 401k Plan, reported by Grace Healthcare Services, LLC under EIN 20-3513374 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123850NAL0019178241003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grace Healthcare Services, LLC
- EIN
- 20-3513374
- Plan number
- 001
- Location
- Edison, NJ
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,928,737
- Net assets (EOY)
- $5,928,737
- Employer contributions
- $238,120
- Participant contributions
- $523,553
- Total income / additions
- $1,525,485
- Benefits paid
- $352,099
- Administrative expenses
- $27,667
- Total expenses
- $400,549
- Net increase / (decrease)
- $1,124,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISORY-PLAN | $21,039 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $15,226 | $681 |
| Intac Actuarial Services | TPA | $5,896 | $41 |
| Envestnet Retirement Solutions | ADVISOR | $2,562 | not reported in the loaded dataset |