2023 Form 5500 filing — Arch Health Partners 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 20241014153851NAL0027740673001) for Arch Health Partners 401(K) Plan, reported by Arch Health Partners under EIN 27-1332228 and plan number 001. It reports 947 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153851NAL0027740673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arch Health Partners
- EIN
- 27-1332228
- Plan number
- 001
- Location
- Poway, CA
- Participants
- 947
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,663,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,663,727
- Employer contributions
- $999,262
- Participant contributions
- $2,674,737
- Total income / additions
- $7,390,922
- Benefits paid
- $1,731,228
- Administrative expenses
- $117,804
- Total expenses
- $1,870,603
- Net increase / (decrease)
- $5,520,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $60,799 | $0 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $45,901 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,104 | not reported in the loaded dataset |