2023 Form 5500 filing — Full Circle Health, Inc. 403(B) 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 20241012122353NAL0041478528001) for Full Circle Health, Inc. 403(B) Plan, reported by Full Circle Health, Inc. under EIN 20-5934739 and plan number 001. It reports 534 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)$27MReported net assets$27,037,963
Participants534
Provider compensation$42.2K1 Schedule C row(s)$42,245
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012122353NAL0041478528001
Plan sponsor
Full Circle Health, Inc.
EIN
20-5934739
Plan number
001
Location
Boise, ID
Received date
not reported in the loaded dataset
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)$27M total assets
Net assets$27MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$407.1K
Participant$1.9M
Full reported line items
Total assets (EOY)
$27,037,963
Total liabilities (EOY)
$0
Net assets (EOY)
$27,037,963
Employer contributions
$407,101
Participant contributions
$1,896,834
Total income / additions
$7,431,190
Benefits paid
$1,640,222
Administrative expenses
$42,245
Total expenses
$1,682,470
Net increase / (decrease)
$5,748,720

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$42,245$0

Related Form 5500 pages