Activcare Living Inc. 401(K) Retirement Plan — Form 5500 plan (Activcare Living 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, Activcare Living Inc. 401(K) Retirement Plan is a benefit plan reported by Activcare Living Inc. under EIN 95-3696840 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $1,848,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Activcare Living Inc.
- EIN
- 95-3696840
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $1,848,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241009101141NAL0018994193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,848,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,848,495
- Net assets (BOY)
- $1,411,725
Income & contributions
- Participant contributions
- $632,608
- Total contributions
- $697,398
- Total income / additions
- $946,649
Expenses & distributions
- Benefits paid
- $448,586
- Administrative expenses
- $47,530
- Total expenses
- $509,879
- Net increase / (decrease)
- $436,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,274 | $0 | 2023 |
| Dwc Erisa Consultants, LLC | CONTRACT ADMINISTRATOR | $13,271 | not reported in the loaded dataset | 2023 |