Healthcare 401(K) Plan — Form 5500 plan (Autumn Lake Healthcare 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, Healthcare 401(K) Plan is a benefit plan reported by Autumn Lake Healthcare LLC under EIN 47-2007153 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,178 participants and $16,935,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Autumn Lake Healthcare LLC
- EIN
- 47-2007153
- Plan number
- 001
- Plan type
- 3
- Location
- Howell, NJ
- Latest filing year
- 2023
- Participants
- 5,178
- End-of-year plan assets
- $16,935,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,178 | H, C | 20241008175840NAL0009959779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,935,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,935,588
- Net assets (BOY)
- $9,641,414
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $3,236,397
- Total contributions
- $6,281,957
- Total income / additions
- $8,219,672
Expenses & distributions
- Benefits paid
- $853,350
- Administrative expenses
- $33,526
- Total expenses
- $925,498
- Net increase / (decrease)
- $7,294,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,526 | $0 | 2023 |
| Cambridge Investment Research | ADVISOR | $0 | $21,786 | 2023 |
| United Planners Financial Services | ADVISOR | $0 | $5,632 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Autumn Lake Healthcare LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Howell, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- United Planners Financial Services — Schedule C compensation