2023 Form 5500 filing — Healthcare Resource Group, Inc. Employee Stock Ownership Plan And Trust
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 20241011134727NAL0022867073001) for Healthcare Resource Group, Inc. Employee Stock Ownership Plan And Trust, reported by Healthcare Resource Group, Inc. under EIN 82-0474664 and plan number 002. It reports 668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134727NAL0022867073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthcare Resource Group, Inc.
- EIN
- 82-0474664
- Plan number
- 002
- Location
- Spokane Valley, WA
- Participants
- 668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,485,049
- Total liabilities (EOY)
- $52,553
- Net assets (EOY)
- $14,432,496
- Total income / additions
- $4,101,800
- Benefits paid
- $4,949
- Administrative expenses
- $140,545
- Total expenses
- $145,494
- Net increase / (decrease)
- $3,956,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial | PLAN ADMINISTRATOR | $72,486 | not reported in the loaded dataset |
| Greatbanc | TRUSTEE | $57,447 | not reported in the loaded dataset |
| Wipfli | ACCOUNTANT | $30,250 | not reported in the loaded dataset |