2023 Form 5500 filing — Advacare Systems, Inc. 401(K) Retirement 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 20241011114444NAL0038615248004) for Advacare Systems, Inc. 401(K) Retirement Plan, reported by Advacare Systems, Inc. under EIN 36-3998557 and plan number 001. It reports 561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114444NAL0038615248004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advacare Systems, Inc.
- EIN
- 36-3998557
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,939,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,939,149
- Employer contributions
- $355,208
- Participant contributions
- $584,092
- Total income / additions
- $3,360,416
- Benefits paid
- $714,179
- Administrative expenses
- $85,956
- Total expenses
- $800,135
- Net increase / (decrease)
- $2,560,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nadler Financial Group Inc | NONE | $35,017 | not reported in the loaded dataset |
| Howard Simon And Associates | NONE | $20,006 | not reported in the loaded dataset |
| Scp Retirement Services LLC | NONE | $14,667 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $6,706 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |