Employee Benefit Plan Of Springvale Health Centers, Inc. — Form 5500 plan (Springvale Health Centers, 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, Employee Benefit Plan Of Springvale Health Centers, Inc. is a benefit plan reported by Springvale Health Centers, Inc. under EIN 34-1135374 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $1,891,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Springvale Health Centers, Inc.
EIN
34-1135374
Plan number
001
Plan type
2
Location
Dover, OH
Latest filing year
2023
Participants
143
End-of-year plan assets
$1,891,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20250401125448NAL0004323139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,891,830
Total liabilities (EOY)
$17,285
Net assets (EOY)
$1,874,545
Net assets (BOY)
$1,488,219

Income & contributions

Employer contributions
$79,068
Participant contributions
$209,507
Total contributions
$294,362
Total income / additions
$558,790

Expenses & distributions

Benefits paid
$127,107
Administrative expenses
$28,126
Total expenses
$172,464
Net increase / (decrease)
$386,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationRECORDKEEPER/CUSTODIAN$19,475$02023
Wells Fargo AdvisorsINVESTMENT ADVISORY$7,475$02023
M2b Retirement ConsultingTPA$1,176$02023

Related Form 5500 pages