Retirement plan

INTERIM HEALTH CARE 401K PLAN

Name: APPALACHIAN HEALTH CARE SERVICES, INC. - INTERIM HEALTH CARE 401K PLAN (2022) Form 5500
Creator: APPALACHIAN HEALTH CARE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERIM HEALTH CARE 401K PLAN, APPALACHIAN HEALTH CARE SERVICES, INC.

APPALACHIAN HEALTH CARE SERVICES, INC.dba INTERIM HEALTH CAREEIN 31-1407550Plan #001PY 2022

4132 GALLIA ST - NEW BOSTON, OH 456625511740-354-5550LinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$173K

-8.5% from 2021

Total participants

+14.3% from 2021

Average account balance

$21,588

-20.0% from 2021

Annual return

-13.40%

-23.32 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$186K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$23K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

17.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$236

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$625

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$200 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.926%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,588

$167,362-87.1%

$143,799-85.0%

$134,532-84.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-13.40%

0.47%-13.9pp

-0.04%-13.4pp

418.27%-431.7pp

Employer contribution / active EE

$1,347

$5,620-76.0%

$4,952-72.8%

$4,741-71.6%

Participant deferral / active EE

$6,447-100.0%

$5,638-100.0%

$6,401-100.0%

Admin fee / account holder

$200

$18,094-98.9%

$14,677-98.6%

$11,429-98.2%

INTERIM HEALTH CARE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERIM HEALTH CARE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion