2023 Form 5500 filing — Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust
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 20241015065451NAL0015925683001) for Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust, reported by Links Healthcare Group LLC under EIN 81-5173265 and plan number 001. It reports 3,658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015065451NAL0015925683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Links Healthcare Group LLC
- EIN
- 81-5173265
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 3,658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,644,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,644,234
- Employer contributions
- $0
- Participant contributions
- $2,882,558
- Total income / additions
- $5,548,919
- Benefits paid
- $434,194
- Administrative expenses
- $59,395
- Total expenses
- $493,589
- Net increase / (decrease)
- $5,055,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $18,648 | not reported in the loaded dataset |
| The Partners Wealth Management, LLC | ADVISOR | $16,944 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $11,250 | not reported in the loaded dataset |
| Financial Sense Advisors, Inc. | ADVISOR | $5,636 | not reported in the loaded dataset |