Ek Health Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ek Health Services, 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, Ek Health Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ek Health Services, Inc. under EIN 77-0497964 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $11,011,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ek Health Services, Inc.
- EIN
- 77-0497964
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $11,011,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20240904190939NAL0020596433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,011,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,011,008
- Net assets (BOY)
- $9,871,326
Income & contributions
- Employer contributions
- $377,360
- Participant contributions
- $1,243,634
- Total contributions
- $1,637,736
- Total income / additions
- $3,204,716
Expenses & distributions
- Benefits paid
- $1,975,512
- Administrative expenses
- $58,173
- Total expenses
- $2,065,034
- Net increase / (decrease)
- $1,139,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,283 | $0 | 2023 |
| Baybridge Capital Group LLC | INVESTMENT ADVISOR | $22,105 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ek Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Baybridge Capital Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation