2023 Form 5500 filing — Gallagher Home Health Services 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 20241015160746NAL0048828128001) for Gallagher Home Health Services 401(K) Profit Sharing Plan, reported by Gallagher Home Health Service under EIN 11-3733740 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160746NAL0048828128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gallagher Home Health Service
- EIN
- 11-3733740
- Plan number
- 001
- Location
- Bridgeville, PA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,400,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,400,074
- Employer contributions
- $113,833
- Participant contributions
- $333,863
- Total income / additions
- $965,467
- Benefits paid
- $322,746
- Administrative expenses
- $28,356
- Total expenses
- $351,102
- Net increase / (decrease)
- $614,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $14,793 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $9,544 | not reported in the loaded dataset |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $6,382 | not reported in the loaded dataset |
| M2b Retirement Consulting LLC | THIRD PARTY ADMINISTRATO | $100 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $0 | $15 |