2023 Form 5500 filing — Personal Healthcare Management, 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 20241015041339NAL0028779297001) for Personal Healthcare Management, LLC 401(K) Plan, reported by Personal Healthcare Management, LLC under EIN 27-3841580 and plan number 001. It reports 1,960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015041339NAL0028779297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Personal Healthcare Management, LLC
- EIN
- 27-3841580
- Plan number
- 001
- Location
- Tarrytown, NY
- Participants
- 1,960
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,250,453
- Total liabilities (EOY)
- $143,566
- Net assets (EOY)
- $5,106,887
- Employer contributions
- $0
- Participant contributions
- $537,838
- Total income / additions
- $1,616,916
- Benefits paid
- $662,352
- Administrative expenses
- $45,221
- Total expenses
- $713,829
- Net increase / (decrease)
- $903,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intac Actuarial Services | THIRD PARTY ADMINISTRATOR | $20,220 | $0 |
| Fasten Halbersta Llp | AUDIT | $15,000 | $0 |
| Transamerica Financial Life Ins | RECORDKEEPER | $6,104 | $0 |