Advacare Systems, Inc. 401(K) Retirement Plan — Form 5500 plan (Advacare Systems, 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, Advacare Systems, Inc. 401(K) Retirement Plan is a benefit plan reported by Advacare Systems, Inc. under EIN 36-3998557 and plan number 001. The latest loaded filing year is 2023. The filing reports 561 participants and $15,939,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advacare Systems, Inc.
- EIN
- 36-3998557
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 561
- End-of-year plan assets
- $15,939,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 561 | H, C | 20241011114444NAL0038615248004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,939,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,939,149
- Net assets (BOY)
- $13,378,868
Income & contributions
- Employer contributions
- $355,208
- Participant contributions
- $584,092
- Total contributions
- $939,300
- Total income / additions
- $3,360,416
Expenses & distributions
- Benefits paid
- $714,179
- Administrative expenses
- $85,956
- Total expenses
- $800,135
- Net increase / (decrease)
- $2,560,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nadler Financial Group Inc | NONE | $35,017 | not reported in the loaded dataset | 2023 |
| Howard Simon And Associates | NONE | $20,006 | not reported in the loaded dataset | 2023 |
| Scp Retirement Services LLC | NONE | $14,667 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $6,706 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advacare Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Nadler Financial Group Inc — Schedule C compensation
- Howard Simon And Associates — Schedule C compensation
- Scp Retirement Services LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation