Villa Health Care Profit Sharing Plan — Form 5500 plan (Villa Health Care, 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, Villa Health Care Profit Sharing Plan is a benefit plan reported by Villa Health Care, Inc. under EIN 37-1215144 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $602,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Villa Health Care, Inc.
EIN
37-1215144
Plan number
001
Plan type
2
Location
Sherman, IL
Latest filing year
2023
Participants
167
End-of-year plan assets
$602,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241014103934NAL0013148755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$602,227
Net assets (EOY)
$602,227
Net assets (BOY)
$519,960

Income & contributions

Employer contributions
$40,000
Total contributions
$40,000
Total income / additions
$105,112

Expenses & distributions

Benefits paid
$17,725
Administrative expenses
$5,120
Total expenses
$22,845
Net increase / (decrease)
$82,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buckingham Strategic PartnersNONE$5,120$02023
Charles Schwab & Co, Inc.NONE$50$02023

Related Form 5500 pages