2023 Form 5500 filing — Continuing Health Care Solutions, Inc. 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 20241015101930NAL0028040737001) for Continuing Health Care Solutions, Inc. 401(K) Plan, reported by Continuing Health Care Solutions, Inc. under EIN 45-3307377 and plan number 001. It reports 1,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015101930NAL0028040737001
Filing year
2023
Form type
2
Plan sponsor
Continuing Health Care Solutions, Inc.
EIN
45-3307377
Plan number
001
Location
Brunswick, OH
Participants
1,192
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,215,426
Total liabilities (EOY)
$64,881
Net assets (EOY)
$6,150,545
Employer contributions
$65,441
Participant contributions
$471,115
Total income / additions
$1,473,731
Benefits paid
$704,795
Administrative expenses
$8,170
Total expenses
$712,965
Net increase / (decrease)
$760,766
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Raymond JamesINVESTMENT ADVISOR$8,413not reported in the loaded dataset
Trinity Pension Consultants IncCONTRACT ADMIN$7,220not reported in the loaded dataset
Empower Annuity Insurance Co.RECORDKEEPER$5,341$0

Related Form 5500 pages