2023 Form 5500 filing — Sonic Healthcare Usa 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 20241008125051NAL0029866432001) for Sonic Healthcare Usa Savings Plan, reported by Sonic Healthcare Usa, Inc. under EIN 20-8907334 and plan number 001. It reports 8,469 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)$521.3MReported net assets$521,287,443
Participants8.5K8,469
Provider compensation$494.5K6 Schedule C row(s)$494,515
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008125051NAL0029866432001
Plan sponsor
Sonic Healthcare Usa, Inc.
EIN
20-8907334
Plan number
001
Location
Austin, TX
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)$521.3M total assets
Net assets$521.3MLiabilities$0
Money in vs. money out
Total income / additions$138M
Total expenses$62M
Benefits paid / distributions$61.4M
Contributions
Employer$14.9M
Participant$29.7M
Full reported line items
Total assets (EOY)
$521,287,443
Total liabilities (EOY)
$0
Net assets (EOY)
$521,287,443
Employer contributions
$14,850,688
Participant contributions
$29,709,044
Total income / additions
$137,979,381
Benefits paid
$61,412,823
Administrative expenses
$492,825
Total expenses
$61,968,447
Net increase / (decrease)
$76,010,934
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $276.2K · Indirect $0
  2. 2
    CONSULTANT · Direct $100K
  3. 3
    ADVISOR · Direct $58.6K
  4. 4
    ATTORNEY/LEGAL · Direct $25.2K
  5. 5
    ACCOUNTANT/AUDITOR · Direct $20.6K
  6. 6
    ACCOUNTANT/AUDITOR · Direct $13.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008125051NAL0029866432001 cover?
It is the 2023 Form 5500 filing for Sonic Healthcare Usa Savings Plan, reported by Sonic Healthcare Usa, Inc. (EIN 20-8907334).
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