2023 Form 5500 filing — Promontory Healthcare Companies, LLC 401(K) 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 20240808130201NAL0002740595001) for Promontory Healthcare Companies, LLC 401(K) Plan, reported by Promontory Healthcare Companies, LLC under EIN 45-2397858 and plan number 001. It reports 431 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)$4.7MReported net assets$4,698,580

Participants431

Provider compensation$22.5K3 Schedule C row(s)$22,509

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240808130201NAL0002740595001
Plan sponsor: Promontory Healthcare Companies, LLC
EIN: 45-2397858
Plan number: 001
Location: Portland, OR
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)$4.7M total assets

Net assets$4.7MLiabilities$1.3K

Money in vs. money out

Total income / additions$1.5M

Total expenses$369K

Benefits paid / distributions$294.4K

Contributions

Employer$97.7K

Participant$701.3K

Full reported line items

Total assets (EOY): $4,699,912
Total liabilities (EOY): $1,332
Net assets (EOY): $4,698,580
Employer contributions: $97,698
Participant contributions: $701,284
Total income / additions: $1,493,351
Benefits paid: $294,393
Administrative expenses: $54,064
Total expenses: $369,005
Net increase / (decrease): $1,124,346

Schedule C

Reported service provider compensation

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

1
Commonwealth Financial Network$20.6K
INVESTMENT ADVISOR · Direct $20.6K
2
John Hancock Life Insurance C$1.1K
RECORDKEEPER · Direct $1.1K
3
Wilshire Associates Inc(Usa)$824
INVESTMENT ADVISOR · Direct $824

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808130201NAL0002740595001 cover?: It is the 2023 Form 5500 filing for Promontory Healthcare Companies, LLC 401(K) Plan, reported by Promontory Healthcare Companies, LLC (EIN 45-2397858).
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).