2023 Form 5500 filing — American Health Care Association 401k And Discretionary Defined Contribution 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 20241015094545NAL0048714000001) for American Health Care Association 401k And Discretionary Defined Contribution Plan, reported by American Health Care Association under EIN 53-0260105 and plan number 004. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094545NAL0048714000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Health Care Association
- EIN
- 53-0260105
- Plan number
- 004
- Location
- Washington, DC
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,115,804
- Total liabilities (EOY)
- $11,255
- Net assets (EOY)
- $33,104,549
- Employer contributions
- $1,263,639
- Participant contributions
- $1,222,647
- Total income / additions
- $7,556,451
- Benefits paid
- $2,097,002
- Administrative expenses
- $74,974
- Total expenses
- $2,171,976
- Net increase / (decrease)
- $5,384,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $48,974 | not reported in the loaded dataset |
| Cerity Partners | NONE | $26,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |