Plan5500

Physician Directed Partners — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Physician Directed Partners (EIN 87-1723023) is a plan sponsor located in Franklin, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-1723023
Location
Franklin, TN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Physician Directed Partners

  • 3 loaded plans hold $7.3M in reported assets.
  • The largest, Physician Directed Partners, Inc. 401(K) Retirement Plan, holds 50% of this company's reported plan assets.
  • Plans cover 852 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.3MSummed across loaded plans$7,322,464
Total reported assets$7.3M$7,322,464
Total reported participants852
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.3M total assets
Net assets$7.3MLiabilities$0
Contributions & income
Employer contributions$357.4K
Participant contributions$1.5M
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$521.7K
Total expenses$722.1K
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets50%Physician Directed Partners, Inc. 401(K) Retirement Plan
Participants per plan284Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Physician Directed Partners, Inc. 401(K) Retirement Plan$3.7M
    Plan #001 · 294 participants · 2023
  2. 2
    Physician Directed Partners, Inc. 401(K) Retirement Plan$3.7M
    Plan #002 · 294 participants · 2023
  3. 3
    Physician Directed Partners - Welfare Plannot reported in the loaded dataset
    Plan #501 · 264 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Physician Directed Partners. Open one for its full reported snapshot.

  1. 2023
    Physician Directed Partners, Inc. 401(K) Retirement Plan294 participants · 2Sch HSch C
    View filing →
  2. 2023
    Physician Directed Partners - Welfare Plan264 participants · 2No schedules
    View filing →
  3. 2023
    Physician Directed Partners, Inc. 401(K) Retirement Plan294 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Physician Directed Partners report on Form 5500?
Physician Directed Partners (EIN 87-1723023) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Physician Directed Partners?
The Employer Identification Number (EIN) reported for Physician Directed Partners is 87-1723023.
What is the latest Form 5500 filing year for Physician Directed Partners?
The latest loaded Form 5500 filing year for Physician Directed Partners is 2023.

Related Form 5500 pages