Plan5500

Salter Healthcare, Inc. 401k Savings Plan — Form 5500 plan (Salter Health Management 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, Salter Healthcare, Inc. 401k Savings Plan is a benefit plan reported by Salter Health Management LLC under EIN 87-3557707 and plan number 001. The latest loaded filing year is 2023. The filing reports 705 participants and $10,631,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Salter Health Management LLC
EIN
87-3557707
Plan number
001
Plan type
2
Location
Winchester, MA
Latest filing year
2023
Participants
705
End-of-year plan assets
$10,631,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023705H, C20241125095049NAL0004487905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,631,731
Total liabilities (EOY)
$0
Net assets (EOY)
$10,631,731
Net assets (BOY)
$10,402,769

Income & contributions

Participant contributions
$1,017,591
Total contributions
$1,101,552
Total income / additions
$2,509,218

Expenses & distributions

Benefits paid
$2,187,906
Administrative expenses
$80,793
Total expenses
$2,280,256
Net increase / (decrease)
$228,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$56,838$02023
Retirement Resources Investment GroNONE$13,538not reported in the loaded dataset2023
Retirement Resources Inv. CorpNONE$10,417not reported in the loaded dataset2023

Related Form 5500 pages