Integrated Health Administrati 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Integrated Health Administrati)
Plain-English plan 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, Integrated Health Administrati 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Integrated Health Administrati under EIN 13-3982513 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $3,420,672 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.4MPlan net assets, end of year$3,420,672
Participants174Covered participants reported
Assets / participant$19.7KComputed: assets ÷ participants$19,659 (computed)
Provider compensation$22.1K2 Schedule C provider row(s)$22,095
- Plan sponsor
- Integrated Health Administrati
- EIN
- 13-3982513
- Plan number
- 001
- Plan type
- 2
- Location
- Mamaroneck, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241015184210NAL0029403793001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,420,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,420,672
- Net assets (BOY)
- $2,705,310
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $391,994
- Total contributions
- $594,907
- Total income / additions
- $1,129,988
Expenses & distributions
- Benefits paid
- $389,443
- Administrative expenses
- $25,183
- Total expenses
- $414,626
- Net increase / (decrease)
- $715,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Opera | ADVISOR | $11,871 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $10,224 | not reported in the loaded dataset | 2023 |