Kidney Care Specialists, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Kidney Care Specialists, 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, Kidney Care Specialists, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Kidney Care Specialists, LLC under EIN 82-4435212 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $41,640,138 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.6MPlan net assets, end of year$41,640,138
Participants216Covered participants reported
Assets / participant$192.8KComputed: assets ÷ participants$192,778 (computed)
Provider compensation$11K2 Schedule C provider row(s)$11,036
Plan sponsor
Kidney Care Specialists, LLC
EIN
82-4435212
Plan number
001
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20241015143620NAL0014857955001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$41.6M total assets
Net assets$41.6MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$3.2M
Benefits paid / distributions$3.2M
Contributions
Employer$1.2M
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$41,640,138
Total liabilities (EOY)
$0
Net assets (EOY)
$41,640,138
Net assets (BOY)
$35,153,791

Income & contributions

Employer contributions
$1,229,344
Participant contributions
$1,220,554
Total contributions
$2,475,355
Total income / additions
$9,650,787

Expenses & distributions

Benefits paid
$3,153,404
Administrative expenses
$11,036
Total expenses
$3,164,440
Net increase / (decrease)
$6,486,347
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Mandmarblestone Group LLCTHIRD PARTY ADMINISTRATO$8,550not reported in the loaded dataset2023
John HancockRECORDKEEPER$2,486not reported in the loaded dataset2023

Related Form 5500 pages