Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan — Form 5500 plan (Shield Healthcare Centers, Inc.)

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, Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan is a benefit plan reported by Shield Healthcare Centers, Inc. under EIN 95-1940459 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $22,788,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shield Healthcare Centers, Inc.
EIN
95-1940459
Plan number
001
Plan type
2
Location
Valencia, CA
Latest filing year
2023
Participants
434
End-of-year plan assets
$22,788,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20241014100236NAL0025880113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,788,196
Total liabilities (EOY)
$0
Net assets (EOY)
$22,788,196
Net assets (BOY)
$19,241,901

Income & contributions

Employer contributions
$327,414
Participant contributions
$1,152,976
Total contributions
$1,480,390
Total income / additions
$4,993,751

Expenses & distributions

Benefits paid
$1,402,151
Administrative expenses
$45,305
Total expenses
$1,447,456
Net increase / (decrease)
$3,546,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$37,949not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$7,356$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages