2023 Form 5500 filing — Penn Health Partners, LLC 401(K) Profit Sharing 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 20241012224020NAL0024126977001) for Penn Health Partners, LLC 401(K) Profit Sharing Plan, reported by Penn Health Partners, LLC under EIN 86-3416863 and plan number 001. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012224020NAL0024126977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Health Partners, LLC
- EIN
- 86-3416863
- Plan number
- 001
- Location
- Cedarhurst, NY
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $559,390
- Net assets (EOY)
- $559,390
- Participant contributions
- $52,958
- Total income / additions
- $145,977
- Benefits paid
- $33,151
- Administrative expenses
- $3,810
- Total expenses
- $36,961
- Net increase / (decrease)
- $109,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Able Wealth Management LLC | not reported in the loaded dataset | $2,954 | not reported in the loaded dataset |
| Nationwide | not reported in the loaded dataset | $2,209 | $8 |
| Pension Strategies, Corp. | not reported in the loaded dataset | $710 | not reported in the loaded dataset |