2023 Form 5500 filing — Mb Healthcare 401(K) Profit Sharing 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 20241015103419NAL0047382688001) for Mb Healthcare 401(K) Profit Sharing Plan, reported by Greenwich Woods Rehabilitation, LLC under EIN 47-2351628 and plan number 001. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103419NAL0047382688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenwich Woods Rehabilitation, LLC
- EIN
- 47-2351628
- Plan number
- 001
- Location
- Greenwich, CT
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,184,416
- Net assets (EOY)
- $8,184,416
- Employer contributions
- $111,742
- Participant contributions
- $529,371
- Total income / additions
- $1,651,558
- Benefits paid
- $812,669
- Administrative expenses
- $42,768
- Total expenses
- $871,396
- Net increase / (decrease)
- $780,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robin S. Weingast & Associates, Inc | SHAREHOLDER S ERVICE PROV | $33,395 | $7,120 |
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $22,084 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $3,560 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,417 | $0 |