2023 Form 5500 filing — Alternative Continuum Of Care, LLC 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 20250226155807NAL0000635139001) for Alternative Continuum Of Care, LLC 401(K) Profit Sharing Plan, reported by Oak Park Nursing And Rehab Center, LLC under EIN 20-5281787 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226155807NAL0000635139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak Park Nursing And Rehab Center, LLC
- EIN
- 20-5281787
- Plan number
- 001
- Location
- Cottage Grove, WI
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,041,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,041,544
- Employer contributions
- $202,363
- Participant contributions
- $556,794
- Total income / additions
- $1,353,695
- Benefits paid
- $373,695
- Administrative expenses
- $36,211
- Total expenses
- $409,906
- Net increase / (decrease)
- $943,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Compnay | RECORDKEEPER | $16,222 | $0 |
| Vrakas/Bloom, S.C. | AUDITOR | $11,000 | not reported in the loaded dataset |
| Goldstein Advisors LLC | INVESTMENT ADVISOR | $9,354 | not reported in the loaded dataset |
| Retirement Plan Alliance | CONTRACT ADMIN | $1,200 | $2,219 |
| Empower Advisory Group, LLC | INVESTMENT MGT. | $35 | not reported in the loaded dataset |
| Securities America | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |