2023 Form 5500 filing — Ppfa 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 20241014092655NAL0014698947001) for Ppfa Retirement Plan, reported by Clinical Health Network For Transformation, Inc. under EIN 84-2471177 and plan number 003. It reports 258 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)$2MReported net assets$2,016,123
Participants258
Provider compensation$2.1K1 Schedule C row(s)$2,103
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014092655NAL0014698947001
Plan sponsor
Clinical Health Network For Transformation, Inc.
EIN
84-2471177
Plan number
003
Location
Houston, 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)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$906.1K
Total expenses$829.5K
Benefits paid / distributions$826.9K
Contributions
Employer$121.1K
Participant$407.4K
Full reported line items
Total assets (EOY)
$2,016,123
Total liabilities (EOY)
$0
Net assets (EOY)
$2,016,123
Employer contributions
$121,056
Participant contributions
$407,441
Total income / additions
$906,124
Benefits paid
$826,946
Administrative expenses
$2,579
Total expenses
$829,525
Net increase / (decrease)
$76,599
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $2.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014092655NAL0014698947001 cover?
It is the 2023 Form 5500 filing for Ppfa Retirement Plan, reported by Clinical Health Network For Transformation, Inc. (EIN 84-2471177).
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