2023 Form 5500 filing — Salter Healthcare Inc 401(K) Savings 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 20250627112918NAL0009744673001) for Salter Healthcare Inc 401(K) Savings Plan, reported by Stellar Health Management LLC under EIN 87-3357707 and plan number 001. It reports 705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627112918NAL0009744673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stellar Health Management LLC
- EIN
- 87-3357707
- Plan number
- 001
- Location
- Winchester, MA
- Participants
- 705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,631,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,631,731
- Participant contributions
- $1,017,591
- Total income / additions
- $2,509,218
- Benefits paid
- $2,187,906
- Administrative expenses
- $80,793
- Total expenses
- $2,280,256
- Net increase / (decrease)
- $228,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $56,838 | $0 |
| Retirement Resources Investment Gro | NONE | $13,538 | not reported in the loaded dataset |
| Retirement Resources Inv. Corp | NONE | $10,417 | not reported in the loaded dataset |