Total Health Care Inc. 403(B) Plan — Form 5500 plan (Total Health Care 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, Total Health Care Inc. 403(B) Plan is a benefit plan reported by Total Health Care Inc. under EIN 23-7267007 and plan number 002. The latest loaded filing year is 2023. The filing reports 426 participants and $10,457,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Total Health Care Inc.
- EIN
- 23-7267007
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $10,457,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20241015160604NAL0016837651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,457,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,457,288
- Net assets (BOY)
- $9,119,323
Income & contributions
- Employer contributions
- $116,978
- Participant contributions
- $795,307
- Total contributions
- $919,917
- Total income / additions
- $2,239,948
Expenses & distributions
- Benefits paid
- $890,292
- Administrative expenses
- $11,691
- Total expenses
- $901,983
- Net increase / (decrease)
- $1,337,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic | RECORDKEEPER | $9,715 | $0 | 2023 |
| Fidelity Investments | RECORDKEEPER | $1,976 | $0 | 2023 |