2023 Form 5500 filing — New Directions Retirement Savings Plan For Family Care Network
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725161714NAL0022989472001) for New Directions Retirement Savings Plan For Family Care Network, reported by Family Care Network, Pllc under EIN 91-1753976 and plan number 001. It reports 717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725161714NAL0022989472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Care Network, Pllc
- EIN
- 91-1753976
- Plan number
- 001
- Location
- Bellingham, WA
- Participants
- 717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,906,027
- Total liabilities (EOY)
- $306
- Net assets (EOY)
- $92,905,721
- Employer contributions
- $2,838,468
- Participant contributions
- $3,013,007
- Total income / additions
- $21,048,648
- Benefits paid
- $5,735,009
- Administrative expenses
- $159,971
- Total expenses
- $5,932,203
- Net increase / (decrease)
- $15,116,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Group | NONE | $90,546 | not reported in the loaded dataset |
| Nwps, Inc. | NONE | $48,898 | not reported in the loaded dataset |
| Charles Schwab Trust Company | NONE | $20,527 | $0 |