Intercommunity Health Associates, Inc. 401(K) Plan — Form 5500 plan (Intercommunity Health Associates, 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, Intercommunity Health Associates, Inc. 401(K) Plan is a benefit plan reported by Intercommunity Health Associates, Inc. under EIN 68-0663909 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $110,846,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intercommunity Health Associates, Inc.
- EIN
- 68-0663909
- Plan number
- 001
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $110,846,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20250203153843NAL0003282083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,846,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,846,082
- Net assets (BOY)
- $68,022,179
Income & contributions
- Employer contributions
- $4,071,962
- Participant contributions
- $5,931,558
- Total contributions
- $10,274,321
- Total income / additions
- $23,426,358
Expenses & distributions
- Benefits paid
- $7,493,112
- Administrative expenses
- $144,575
- Total expenses
- $7,643,337
- Net increase / (decrease)
- $15,783,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,149 | $0 | 2023 |
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $40,140 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intercommunity Health Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Whittier, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Shuster Advisory Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation