America'S Healthcare Employee Retirement Pep — Form 5500 plan (Plan Professionals, 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, America'S Healthcare Employee Retirement Pep is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 308. The latest loaded filing year is 2023. The filing reports 781 participants and $17,093,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plan Professionals, LLC
EIN
85-3213245
Plan number
308
Plan type
3
Location
Shrewsbury, NJ
Latest filing year
2023
Participants
781
End-of-year plan assets
$17,093,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023781I20241010162408NAL0010252803001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$17,093,856
Total liabilities (EOY)
$1,230,368
Net assets (EOY)
$15,863,488
Net assets (BOY)
$181,159

Income & contributions

Participant contributions
$589,685
Total income / additions
$2,266,894

Expenses & distributions

Benefits paid
$1,744,706
Administrative expenses
$121,389
Total expenses
$1,871,247
Net increase / (decrease)
$395,647

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages