2023 Form 5500 filing — Willow Health Care, Inc 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 20241011121635NAL0021827393001) for Willow Health Care, Inc 401(K) Plan, reported by Willow Health Care, Inc. under EIN 43-1124995 and plan number 001. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121635NAL0021827393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willow Health Care, Inc.
- EIN
- 43-1124995
- Plan number
- 001
- Location
- Willow Springs, MO
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,401,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,401,208
- Participant contributions
- $319,877
- Total income / additions
- $909,014
- Benefits paid
- $1,286,651
- Administrative expenses
- $47,809
- Total expenses
- $1,334,460
- Net increase / (decrease)
- -$425,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $38,509 | $2,081 |
| Cetera Advisor Networks LLC | NONE | $7,134 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | NONE | $2,163 | not reported in the loaded dataset |