2023 Form 5500 filing — P.A.T.H.S. 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 20241008101612NAL0017392417001) for P.A.T.H.S. 401(K) Plan, reported by Physician And Tactical Healthcare Services, under EIN 52-2274526 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101612NAL0017392417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physician And Tactical Healthcare Services,
- EIN
- 52-2274526
- Plan number
- 001
- Location
- Cherry Hill, NJ
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,555,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,555,024
- Participant contributions
- $313,420
- Total income / additions
- $1,102,769
- Benefits paid
- $647,244
- Administrative expenses
- $38,067
- Total expenses
- $713,624
- Net increase / (decrease)
- $389,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,067 | $0 |
| Integrated Wealth Concepts, LLC | INVESTMENT ADVISORY | $0 | $15,415 |