2023 Form 5500 filing — Intercommunity Health Associates, Inc. 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 20250203153843NAL0003282083001) for Intercommunity Health Associates, Inc. 401(K) Plan, reported by Intercommunity Health Associates, Inc. under EIN 68-0663909 and plan number 001. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203153843NAL0003282083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercommunity Health Associates, Inc.
- EIN
- 68-0663909
- Plan number
- 001
- Location
- Whittier, CA
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,846,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,846,082
- Employer contributions
- $4,071,962
- Participant contributions
- $5,931,558
- Total income / additions
- $23,426,358
- Benefits paid
- $7,493,112
- Administrative expenses
- $144,575
- Total expenses
- $7,643,337
- Net increase / (decrease)
- $15,783,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,149 | $0 |
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $40,140 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $286 | not reported in the loaded dataset |