2023 Form 5500 filing — First Choice Health Network, Inc 401k 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 20240924161244NAL0017917136001) for First Choice Health Network, Inc 401k Plan, reported by First Choice Health Network, Inc. under EIN 91-1272766 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924161244NAL0017917136001
Filing year
2023
Form type
2
Plan sponsor
First Choice Health Network, Inc.
EIN
91-1272766
Plan number
001
Location
Seattle, WA
Participants
314
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,994,006
Total liabilities (EOY)
$4,047
Net assets (EOY)
$33,989,959
Employer contributions
$819,314
Participant contributions
$1,493,959
Total income / additions
$8,568,919
Benefits paid
$2,386,670
Administrative expenses
$59,154
Total expenses
$2,445,824
Net increase / (decrease)
$6,123,095
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Usi AdvisorsNONE$40,000$0
Usi Consulting GroupNONE$19,154$0
Charles Schwab BankNONE$0$8,587
Charles Schwab & Co. Inc.NONE$0$0

Related Form 5500 pages