2023 Form 5500 filing — Healthcare Associates Of Irving 401(K) Retirement 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 20241003161408NAL0005042115001) for Healthcare Associates Of Irving 401(K) Retirement Plan, reported by Healthcare Associates Of Irving, Pllc under EIN 75-2674367 and plan number 001. It reports 577 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)$12.5MReported net assets$12,460,526

Participants577

Provider compensation$122.6K4 Schedule C row(s)$122,603

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241003161408NAL0005042115001
Plan sponsor: Healthcare Associates Of Irving, Pllc
EIN: 75-2674367
Plan number: 001
Location: Minnetonka, MN
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)$12.5M total assets

Net assets$12.5MLiabilities$0

Money in vs. money out

Total income / additions$4.2M

Total expenses$3.4M

Benefits paid / distributions$3.3M

Contributions

Employer$713.9K

Participant$1.4M

Full reported line items

Total assets (EOY): $12,460,526
Total liabilities (EOY): $0
Net assets (EOY): $12,460,526
Employer contributions: $713,938
Participant contributions: $1,384,772
Total income / additions: $4,206,073
Benefits paid: $3,332,909
Administrative expenses: $92,788
Total expenses: $3,408,935
Net increase / (decrease): $797,138

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$92.8K
CONTRACT ADMINISTRATOR · Direct $92.8K · Indirect $0
2
Edward Jones$25.1K
INVESTMENT ADVISORY · Direct $0 · Indirect $25.1K
3
National Benefit Services LLC$4.7K
OTHER SERVICES · Direct $0 · Indirect $4.7K
4
Wilshire Advisors, LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003161408NAL0005042115001 cover?: It is the 2023 Form 5500 filing for Healthcare Associates Of Irving 401(K) Retirement Plan, reported by Healthcare Associates Of Irving, Pllc (EIN 75-2674367).
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).