Willow Health Care, Inc 401(K) Plan — Form 5500 plan (Willow 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, Willow Health Care, Inc 401(K) Plan is a benefit plan reported by Willow Health Care, Inc. under EIN 43-1124995 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $3,401,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willow Health Care, Inc.
- EIN
- 43-1124995
- Plan number
- 001
- Plan type
- 2
- Location
- Willow Springs, MO
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $3,401,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241011121635NAL0021827393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,401,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,401,208
- Net assets (BOY)
- $3,826,654
Income & contributions
- Participant contributions
- $319,877
- Total contributions
- $319,877
- Total income / additions
- $909,014
Expenses & distributions
- Benefits paid
- $1,286,651
- Administrative expenses
- $47,809
- Total expenses
- $1,334,460
- Net increase / (decrease)
- -$425,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $38,509 | $2,081 | 2023 |
| Cetera Advisor Networks LLC | NONE | $7,134 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | NONE | $2,163 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willow Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Willow Springs, MO
- Stancorp Financial Group — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation