West Harbor Healthcare 401(K) Plan — Form 5500 plan (West Harbor 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, West Harbor Healthcare 401(K) Plan is a benefit plan reported by West Harbor Healthcare LLC under EIN 81-3033798 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $4,690,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Harbor Healthcare LLC
- EIN
- 81-3033798
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $4,690,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20250115111203NAL0034114048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,690,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,690,057
- Net assets (BOY)
- $2,894,771
Income & contributions
- Employer contributions
- $391,028
- Participant contributions
- $799,351
- Total contributions
- $1,418,828
- Total income / additions
- $2,051,964
Expenses & distributions
- Benefits paid
- $222,514
- Administrative expenses
- $34,164
- Total expenses
- $256,678
- Net increase / (decrease)
- $1,795,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,492 | $27,002 | 2023 |
| Resource Investment Advisors | INVESTMENT ADVISOR | $18,685 | $0 | 2023 |
| Wilshire Associates, Inc. | INVESTMENT ADVISOR | $1,868 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Harbor Healthcare LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- John Hancock Life Insurance Company — Schedule C compensation
- Resource Investment Advisors — Schedule C compensation
- Wilshire Associates, Inc. — Schedule C compensation