Health Services, LLC 401(K) Plan — Form 5500 plan (Health 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, Health Services, LLC 401(K) Plan is a benefit plan reported by Health Services, LLC under EIN 27-3002596 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $5,334,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Services, LLC
- EIN
- 27-3002596
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, ID
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $5,334,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20251017154042NAL0015572882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,334,002
- Net assets (EOY)
- $5,334,002
- Net assets (BOY)
- $4,004,122
Income & contributions
- Employer contributions
- $343,877
- Participant contributions
- $906,822
- Total contributions
- $1,266,228
- Total income / additions
- $2,029,947
Expenses & distributions
- Benefits paid
- $672,061
- Administrative expenses
- $28,006
- Total expenses
- $700,067
- Net increase / (decrease)
- $1,329,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investment Institutional | RECORD KEEPER | $16,833 | $0 | 2023 |
| Securities America Advisor Inc | ADVISOR | $10,552 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $621 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Garden City, ID
- Fidelity Investment Institutional — Schedule C compensation
- Securities America Advisor Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation