Elder Care Alliance 401(A) Retirement Savings Plan — Form 5500 plan (Elder Care Alliance)

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, Elder Care Alliance 401(A) Retirement Savings Plan is a benefit plan reported by Elder Care Alliance under EIN 94-3260975 and plan number 001. The latest loaded filing year is 2023. The filing reports 445 participants and $5,871,116 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.9MPlan net assets, end of year$5,871,116
Participants445Covered participants reported
Assets / participant$13.2KComputed: assets ÷ participants$13,194 (computed)
Provider compensation$23.2K1 Schedule C provider row(s)$23,164
Plan sponsor
Elder Care Alliance
EIN
94-3260975
Plan number
001
Plan type
2
Location
Alameda, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    445 participants · 2Sch HSch C
    View filing →
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)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$962.2K
Total expenses$626.6K
Benefits paid / distributions$603.4K
Contributions
Employer$370.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$5,871,116
Total liabilities (EOY)
$0
Net assets (EOY)
$5,871,116
Net assets (BOY)
$5,535,562

Income & contributions

Employer contributions
$370,636
Total contributions
$370,636
Total income / additions
$962,156

Expenses & distributions

Benefits paid
$603,438
Administrative expenses
$23,164
Total expenses
$626,602
Net increase / (decrease)
$335,554
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.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    SERVICE PROVIDER · Direct $23.2K · Indirect $0

Related Form 5500 pages