Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Links Healthcare Group 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, Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Links Healthcare Group LLC under EIN 81-5173265 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,658 participants and $8,644,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Links Healthcare Group LLC
- EIN
- 81-5173265
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 3,658
- End-of-year plan assets
- $8,644,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,658 | H, C | 20241015065451NAL0015925683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,644,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,644,234
- Net assets (BOY)
- $3,230,493
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,882,558
- Total contributions
- $4,831,796
- Total income / additions
- $5,548,919
Expenses & distributions
- Benefits paid
- $434,194
- Administrative expenses
- $59,395
- Total expenses
- $493,589
- Net increase / (decrease)
- $5,055,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $18,648 | not reported in the loaded dataset | 2023 |
| The Partners Wealth Management, LLC | ADVISOR | $16,944 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $11,250 | not reported in the loaded dataset | 2023 |
| Financial Sense Advisors, Inc. | ADVISOR | $5,636 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Links Healthcare Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Paychex, Inc. — Schedule C compensation
- The Partners Wealth Management, LLC — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation
- Financial Sense Advisors, Inc. — Schedule C compensation