2023 Form 5500 filing — The Centria Group 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 20241015142846NAL0016626307001) for The Centria Group 401(K) Plan, reported by Centria Healthcare, LLC under EIN 27-1402749 and plan number 001. It reports 773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142846NAL0016626307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centria Healthcare, LLC
- EIN
- 27-1402749
- Plan number
- 001
- Location
- Farmington Hills, MI
- Participants
- 773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,153,214
- Total liabilities (EOY)
- $18,666
- Net assets (EOY)
- $7,134,548
- Employer contributions
- $473,541
- Participant contributions
- $1,131,902
- Total income / additions
- $3,171,302
- Benefits paid
- $1,021,025
- Administrative expenses
- $90,588
- Total expenses
- $1,115,667
- Net increase / (decrease)
- $2,055,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,836 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $14,910 | $4 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $13,192 | $4 |
| The Benefit Advantage Inc | CONTRACT ADMINISTRATOR | $3,650 | $1,598 |