Sovereign Healthcare 401(K) Plan — Form 5500 plan (Sovereign Healthcare Holdings, LLC)
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, Sovereign Healthcare 401(K) Plan is a benefit plan reported by Sovereign Healthcare Holdings, LLC under EIN 20-0101170 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,230 participants and $28,301,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sovereign Healthcare Holdings, LLC
- EIN
- 20-0101170
- Plan number
- 001
- Plan type
- 2
- Location
- Casselberry, FL
- Latest filing year
- 2023
- Participants
- 4,230
- End-of-year plan assets
- $28,301,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,230 | H, C | 20240930114020NAL0003206723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,301,885
- Total liabilities (EOY)
- $77,884
- Net assets (EOY)
- $28,224,001
- Net assets (BOY)
- $23,451,171
Income & contributions
- Participant contributions
- $2,504,055
- Total contributions
- $2,537,515
- Total income / additions
- $6,554,870
Expenses & distributions
- Benefits paid
- $1,643,171
- Administrative expenses
- $138,869
- Total expenses
- $1,782,040
- Net increase / (decrease)
- $4,772,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $98,066 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $10,803 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sovereign Healthcare Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Casselberry, FL
- Ameritas Life Insurance Corp — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation