Grace Healthcare Services, LLC 401k Plan — Form 5500 plan (Grace Healthcare Services, 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, Grace Healthcare Services, LLC 401k Plan is a benefit plan reported by Grace Healthcare Services, LLC under EIN 20-3513374 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $5,928,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grace Healthcare Services, LLC
- EIN
- 20-3513374
- Plan number
- 001
- Plan type
- 2
- Location
- Edison, NJ
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $5,928,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241009123850NAL0019178241003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,928,737
- Net assets (EOY)
- $5,928,737
- Net assets (BOY)
- $4,803,801
Income & contributions
- Employer contributions
- $238,120
- Participant contributions
- $523,553
- Total contributions
- $764,927
- Total income / additions
- $1,525,485
Expenses & distributions
- Benefits paid
- $352,099
- Administrative expenses
- $27,667
- Total expenses
- $400,549
- Net increase / (decrease)
- $1,124,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISORY-PLAN | $21,039 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $15,226 | $681 | 2023 |
| Intac Actuarial Services | TPA | $5,896 | $41 | 2023 |
| Envestnet Retirement Solutions | ADVISOR | $2,562 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grace Healthcare Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Edison, NJ
- Ubs Financial Services — Schedule C compensation
- Nationwide — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation