Capital Health Services, Inc. Savings Plan & Trust — Form 5500 plan (Capital Health Services, Inc.)
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, Capital Health Services, Inc. Savings Plan & Trust is a benefit plan reported by Capital Health Services, Inc. under EIN 20-1292646 and plan number 001. The latest loaded filing year is 2023. The filing reports 908 participants and $7,923,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Health Services, Inc.
- EIN
- 20-1292646
- Plan number
- 001
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 908
- End-of-year plan assets
- $7,923,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 908 | H, C | 20240916090041NAL0001302657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,923,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,923,432
- Net assets (BOY)
- $6,281,006
Income & contributions
- Employer contributions
- $586,175
- Participant contributions
- $809,484
- Total contributions
- $1,443,267
- Total income / additions
- $2,589,920
Expenses & distributions
- Benefits paid
- $854,418
- Administrative expenses
- $93,076
- Total expenses
- $947,494
- Net increase / (decrease)
- $1,642,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $44,648 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,237 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $20,660 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $3,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Miamisburg, OH
- Empower Annuity Ins Co. Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Benefit Plans Plus, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation