2023 Form 5500 filing — Primary Health Network Retirement Savings Plan

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 20240807100323NAL0005966336001) for Primary Health Network Retirement Savings Plan, reported by Primary Health Network under EIN 25-1381800 and plan number 001. It reports 698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.2MReported net assets$32,245,925
Participants698
Provider compensation$133.8K4 Schedule C row(s)$133,756
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807100323NAL0005966336001
Plan sponsor
Primary Health Network
EIN
25-1381800
Plan number
001
Location
Sharon, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32.2M total assets
Net assets$32.2MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$1.1M
Participant$2.3M
Full reported line items
Total assets (EOY)
$32,245,925
Total liabilities (EOY)
$0
Net assets (EOY)
$32,245,925
Employer contributions
$1,108,143
Participant contributions
$2,252,907
Total income / additions
$8,609,431
Benefits paid
$2,570,708
Administrative expenses
$113,229
Total expenses
$2,683,937
Net increase / (decrease)
$5,925,494
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $105.9K · Indirect $0
  2. 2
    Pnc Bank$20.5K
    INVESTMENT ADVISORY · Direct $0 · Indirect $20.5K
  3. 3
    INVESTMENT ADVISORY · Direct $7.3K
  4. 4
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807100323NAL0005966336001 cover?
It is the 2023 Form 5500 filing for Primary Health Network Retirement Savings Plan, reported by Primary Health Network (EIN 25-1381800).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages