2023 Form 5500 filing — Outreach Health Services 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 20241010164134NAL0021462193001) for Outreach Health Services 401(K) Plan, reported by Health Care Group Management, Inc. under EIN 75-2346957 and plan number 002. It reports 3,992 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)$4.8MReported net assets$4,829,953
Participants4K3,992
Provider compensation$24.2K2 Schedule C row(s)$24,205
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010164134NAL0021462193001
Plan sponsor
Health Care Group Management, Inc.
EIN
75-2346957
Plan number
002
Location
Richardson, 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)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$939K
Total expenses$621.2K
Benefits paid / distributions$594.4K
Contributions
Employer$0
Participant$304.2K
Full reported line items
Total assets (EOY)
$4,829,953
Total liabilities (EOY)
$0
Net assets (EOY)
$4,829,953
Employer contributions
$0
Participant contributions
$304,228
Total income / additions
$938,979
Benefits paid
$594,389
Administrative expenses
$24,205
Total expenses
$621,185
Net increase / (decrease)
$317,794
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $12.7K · Indirect $0
  2. 2
    ADVISOR · Direct $11.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010164134NAL0021462193001 cover?
It is the 2023 Form 5500 filing for Outreach Health Services 401(K) Plan, reported by Health Care Group Management, Inc. (EIN 75-2346957).
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