Alternative Continuum Of Care, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Oak Park Nursing And Rehab Center, 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, Alternative Continuum Of Care, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Oak Park Nursing And Rehab Center, LLC under EIN 20-5281787 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $5,041,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Park Nursing And Rehab Center, LLC
- EIN
- 20-5281787
- Plan number
- 001
- Plan type
- 2
- Location
- Cottage Grove, WI
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $5,041,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20250226155807NAL0000635139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,041,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,041,544
- Net assets (BOY)
- $4,097,755
Income & contributions
- Employer contributions
- $202,363
- Participant contributions
- $556,794
- Total contributions
- $766,544
- Total income / additions
- $1,353,695
Expenses & distributions
- Benefits paid
- $373,695
- Administrative expenses
- $36,211
- Total expenses
- $409,906
- Net increase / (decrease)
- $943,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Compnay | RECORDKEEPER | $16,222 | $0 | 2023 |
| Vrakas/Bloom, S.C. | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Goldstein Advisors LLC | INVESTMENT ADVISOR | $9,354 | not reported in the loaded dataset | 2023 |
| Retirement Plan Alliance | CONTRACT ADMIN | $1,200 | $2,219 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT. | $35 | not reported in the loaded dataset | 2023 |
| Securities America | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oak Park Nursing And Rehab Center, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Cottage Grove, WI
- Empower Annuity Insurance Compnay — Schedule C compensation
- Vrakas/Bloom, S.C. — Schedule C compensation
- Goldstein Advisors LLC — Schedule C compensation
- Retirement Plan Alliance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Securities America — Schedule C compensation