Plan5500

Penn Health Partners, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Penn Health Partners, 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, Penn Health Partners, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Penn Health Partners, LLC under EIN 86-3416863 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $559,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penn Health Partners, LLC
EIN
86-3416863
Plan number
001
Plan type
2
Location
Cedarhurst, NY
Latest filing year
2023
Participants
524
End-of-year plan assets
$559,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20241012224020NAL0024126977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$559,390
Net assets (EOY)
$559,390
Net assets (BOY)
$450,374

Income & contributions

Participant contributions
$52,958
Total contributions
$53,752
Total income / additions
$145,977

Expenses & distributions

Benefits paid
$33,151
Administrative expenses
$3,810
Total expenses
$36,961
Net increase / (decrease)
$109,016

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Able Wealth Management LLCnot reported in the loaded dataset$2,954not reported in the loaded dataset2023
Nationwidenot reported in the loaded dataset$2,209$82023
Pension Strategies, Corp.not reported in the loaded dataset$710not reported in the loaded dataset2023

Related Form 5500 pages