Independent Healthcare Properties, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Independent Healthcare Properties, 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, Independent Healthcare Properties, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Independent Healthcare Properties, LLC under EIN 62-1684247 and plan number 001. The latest loaded filing year is 2023. The filing reports 832 participants and $10,016,600 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Healthcare Properties, LLC
EIN
62-1684247
Plan number
001
Plan type
2
Location
Ooltewah, TN
Latest filing year
2023
Participants
832
End-of-year plan assets
$10,016,600

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023832H, C20240912131521NAL0010166657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,016,600
Total liabilities (EOY)
$0
Net assets (EOY)
$10,016,600
Net assets (BOY)
$9,387,237

Income & contributions

Employer contributions
$489,550
Participant contributions
$906,604
Total contributions
$1,400,617
Total income / additions
$3,041,416

Expenses & distributions

Benefits paid
$2,363,053
Administrative expenses
$49,000
Total expenses
$2,412,053
Net increase / (decrease)
$629,363

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,214$02023

Related Form 5500 pages