2023 Form 5500 filing — Professional Healthcare Management, Inc. 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 20241011092159NAL0012322435001) for Professional Healthcare Management, Inc. 401(K) Retirement Plan, reported by Professional Healthcare Management, Inc. under EIN 62-1792289 and plan number 001. It reports 636 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)$12.4MReported net assets$12,417,636
Participants636
Provider compensation$2.8K1 Schedule C row(s)$2,816
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011092159NAL0012322435001
Plan sponsor
Professional Healthcare Management, Inc.
EIN
62-1792289
Plan number
001
Location
Memphis, TN
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)$12.4M total assets
Net assets$12.4MLiabilities
Money in vs. money out
Total income / additions$2.4M
Total expenses$703.9K
Benefits paid / distributions$589.1K
Contributions
Employer$210.9K
Participant$598.9K
Full reported line items
Total assets (EOY)
$12,417,636
Net assets (EOY)
$12,417,636
Employer contributions
$210,943
Participant contributions
$598,901
Total income / additions
$2,424,728
Benefits paid
$589,085
Administrative expenses
$89,394
Total expenses
$703,909
Net increase / (decrease)
$1,720,819
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $2.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011092159NAL0012322435001 cover?
It is the 2023 Form 5500 filing for Professional Healthcare Management, Inc. 401(K) Retirement Plan, reported by Professional Healthcare Management, Inc. (EIN 62-1792289).
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