2023 Form 5500 filing — Imperial Health 401(K) Profit Sharing Plan & Trust
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 20241010092829NAL0019868353001) for Imperial Health 401(K) Profit Sharing Plan & Trust, reported by Imperial Health under EIN 72-1005645 and plan number 002. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092829NAL0019868353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imperial Health
- EIN
- 72-1005645
- Plan number
- 002
- Location
- Lake Charles, LA
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,813,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,813,074
- Employer contributions
- $1,522,934
- Participant contributions
- $1,416,542
- Total income / additions
- $9,759,963
- Benefits paid
- $2,136,775
- Administrative expenses
- $90,117
- Total expenses
- $2,226,892
- Net increase / (decrease)
- $7,533,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $41,067 | $0 |
| Gwm Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Thibodaux Hebert Deshotels Leblanc, | NONE | $18,627 | not reported in the loaded dataset |