2023 Form 5500 filing — Fisher-Titus Health 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 20241014153538NAL0015223315001) for Fisher-Titus Health 401(K) Plan, reported by Fisher-Titus Health under EIN 34-1476935 and plan number 004. It reports 1,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153538NAL0015223315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fisher-Titus Health
- EIN
- 34-1476935
- Plan number
- 004
- Location
- Norwalk, OH
- Participants
- 1,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,988,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,988,577
- Employer contributions
- $2,464,594
- Participant contributions
- $5,438,077
- Total income / additions
- $27,245,395
- Benefits paid
- $19,695,116
- Administrative expenses
- $179,417
- Total expenses
- $19,939,079
- Net increase / (decrease)
- $7,306,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $120,441 | $0 |
| Ubs Financial Services Inc | ADVISOR | $60,000 | not reported in the loaded dataset |