American Health Care Association 401k And Discretionary Defined Contribution Plan — Form 5500 plan (American Health Care Association)
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, American Health Care Association 401k And Discretionary Defined Contribution Plan is a benefit plan reported by American Health Care Association under EIN 53-0260105 and plan number 004. The latest loaded filing year is 2023. The filing reports 129 participants and $33,115,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Health Care Association
- EIN
- 53-0260105
- Plan number
- 004
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $33,115,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241015094545NAL0048714000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,115,804
- Total liabilities (EOY)
- $11,255
- Net assets (EOY)
- $33,104,549
- Net assets (BOY)
- $27,720,074
Income & contributions
- Employer contributions
- $1,263,639
- Participant contributions
- $1,222,647
- Total contributions
- $2,715,525
- Total income / additions
- $7,556,451
Expenses & distributions
- Benefits paid
- $2,097,002
- Administrative expenses
- $74,974
- Total expenses
- $2,171,976
- Net increase / (decrease)
- $5,384,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $48,974 | not reported in the loaded dataset | 2023 |
| Cerity Partners | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |