2023 Form 5500 filing — Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Rural Health Care, Incorporated D/B/A Aza Health

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 20250131100344NAL0002204977001) for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Rural Health Care, Incorporated D/B/A Aza Health, reported by Rural Health Care, Incorporated D/B/A Aza Health under EIN 59-1792958 and plan number 001. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250131100344NAL0002204977001
Filing year
2023
Form type
2
Plan sponsor
Rural Health Care, Incorporated D/B/A Aza Health
EIN
59-1792958
Plan number
001
Location
Palatka, FL
Participants
384
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,778,951
Total liabilities (EOY)
$0
Net assets (EOY)
$19,778,951
Employer contributions
$1,238,530
Participant contributions
$681,862
Total income / additions
$4,624,906
Benefits paid
$1,676,288
Administrative expenses
$1,065
Total expenses
$1,677,353
Net increase / (decrease)
$2,947,553
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mutual Of America Investment CorpRECORD KEEPER$1,065$0

Related Form 5500 pages