Personal Healthcare Management, LLC 401(K) Plan — Form 5500 plan (Personal Healthcare Management, 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, Personal Healthcare Management, LLC 401(K) Plan is a benefit plan reported by Personal Healthcare Management, LLC under EIN 27-3841580 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,960 participants and $5,250,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Personal Healthcare Management, LLC
- EIN
- 27-3841580
- Plan number
- 001
- Plan type
- 2
- Location
- Tarrytown, NY
- Latest filing year
- 2023
- Participants
- 1,960
- End-of-year plan assets
- $5,250,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,960 | H, C | 20241015041339NAL0028779297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,250,453
- Total liabilities (EOY)
- $143,566
- Net assets (EOY)
- $5,106,887
- Net assets (BOY)
- $4,203,800
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $537,838
- Total contributions
- $945,293
- Total income / additions
- $1,616,916
Expenses & distributions
- Benefits paid
- $662,352
- Administrative expenses
- $45,221
- Total expenses
- $713,829
- Net increase / (decrease)
- $903,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intac Actuarial Services | THIRD PARTY ADMINISTRATOR | $20,220 | $0 | 2023 |
| Fasten Halbersta Llp | AUDIT | $15,000 | $0 | 2023 |
| Transamerica Financial Life Ins | RECORDKEEPER | $6,104 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Personal Healthcare Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tarrytown, NY
- Intac Actuarial Services — Schedule C compensation
- Fasten Halbersta Llp — Schedule C compensation
- Transamerica Financial Life Ins — Schedule C compensation