2023 Form 5500 filing — West Harbor Healthcare 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 20250115111203NAL0034114048001) for West Harbor Healthcare 401(K) Plan, reported by West Harbor Healthcare LLC under EIN 81-3033798 and plan number 001. It reports 536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115111203NAL0034114048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Harbor Healthcare LLC
- EIN
- 81-3033798
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,690,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,690,057
- Employer contributions
- $391,028
- Participant contributions
- $799,351
- Total income / additions
- $2,051,964
- Benefits paid
- $222,514
- Administrative expenses
- $34,164
- Total expenses
- $256,678
- Net increase / (decrease)
- $1,795,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,492 | $27,002 |
| Resource Investment Advisors | INVESTMENT ADVISOR | $18,685 | $0 |
| Wilshire Associates, Inc. | INVESTMENT ADVISOR | $1,868 | $0 |