Alta Care Group, Inc. 401(K) Plan — Form 5500 plan (Alta Care Group, 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, Alta Care Group, Inc. 401(K) Plan is a benefit plan reported by Alta Care Group, Inc. under EIN 34-1205791 and plan number 003. The latest loaded filing year is 2023. The filing reports 220 participants and $5,680,214 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.7MPlan net assets, end of year$5,678,415
Participants220Covered participants reported
Assets / participant$25.8KComputed: assets ÷ participants$25,819 (computed)
Provider compensation$1.1K1 Schedule C provider row(s)$1,125
- Plan sponsor
- Alta Care Group, Inc.
- EIN
- 34-1205791
- Plan number
- 003
- Plan type
- 2
- Location
- Youngstown, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20240724121222NAL0012589633001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$1.8K
Full reported line items
Net assets
- Total assets (EOY)
- $5,680,214
- Total liabilities (EOY)
- $1,799
- Net assets (EOY)
- $5,678,415
- Net assets (BOY)
- $4,788,908
Income & contributions
- Employer contributions
- $317,166
- Participant contributions
- $255,581
- Total contributions
- $609,675
- Total income / additions
- $1,348,367
Expenses & distributions
- Benefits paid
- $456,435
- Administrative expenses
- $2,425
- Total expenses
- $458,860
- Net increase / (decrease)
- $889,507
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
55%45%
Employer 55%Participant 45%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $1,125 | $0 | 2023 |