Health-Ade LLC 401(K) Plan — Form 5500 plan (Health-Ade LLC)
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, Health-Ade LLC 401(K) Plan is a benefit plan reported by Health-Ade LLC under EIN 46-0682802 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $5,770,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health-Ade LLC
- EIN
- 46-0682802
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $5,770,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241003162934NAL0005922387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,770,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,770,733
- Net assets (BOY)
- $3,639,206
Income & contributions
- Employer contributions
- $489,096
- Participant contributions
- $887,250
- Total contributions
- $1,663,342
- Total income / additions
- $2,535,823
Expenses & distributions
- Benefits paid
- $365,187
- Administrative expenses
- $38,028
- Total expenses
- $404,296
- Net increase / (decrease)
- $2,131,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Rpcp | NONE | $31,282 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $6,746 | $0 | 2023 |