Plan5500

Transitions Healthcare, LLC 401(K) Plan — Form 5500 plan (Transitions Healthcare, 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, Transitions Healthcare, LLC 401(K) Plan is a benefit plan reported by Transitions Healthcare, LLC under EIN 26-4551407 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $1,066,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transitions Healthcare, LLC
EIN
26-4551407
Plan number
001
Plan type
2
Location
Westminster, MD
Latest filing year
2023
Participants
187
End-of-year plan assets
$1,066,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20241015104328NAL0016167059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,066,416
Total liabilities (EOY)
$0
Net assets (EOY)
$1,066,416
Net assets (BOY)
$848,810

Income & contributions

Employer contributions
$0
Participant contributions
$99,293
Total contributions
$128,470
Total income / additions
$251,077

Expenses & distributions

Benefits paid
$105,318
Administrative expenses
$4,402
Total expenses
$109,720
Net increase / (decrease)
$141,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$2,658$02023
Stephens IncOTHER$1,744not reported in the loaded dataset2023

Related Form 5500 pages