2023 Form 5500 filing — Generations Healthcare, LLC 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 20241011165841NAL0023284385001) for Generations Healthcare, LLC 401(K) Plan, reported by Life Generations Healthcare, LLC under EIN 33-0838455 and plan number 001. It reports 4,844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011165841NAL0023284385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Life Generations Healthcare, LLC
- EIN
- 33-0838455
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 4,844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,872,625
- Total liabilities (EOY)
- $47,969
- Net assets (EOY)
- $56,824,656
- Participant contributions
- $4,994,190
- Total income / additions
- $13,869,909
- Benefits paid
- $5,132,792
- Administrative expenses
- $348,564
- Total expenses
- $5,481,356
- Net increase / (decrease)
- $8,388,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $295,245 | $0 |
| Centaurus Financial Inc | BROKER/ADVISER | $0 | $150,691 |
| National Benefit Services, LLC | CONTRACT ADMIN | $83,699 | $0 |
| Wright Ford Young & Co. | AUDITOR | $12,500 | not reported in the loaded dataset |