2023 Form 5500 filing — Traylor Porter Health Care Management, Inc. 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 20241015142247NAL0029959361001) for Traylor Porter Health Care Management, Inc. 401(K) Plan, reported by Traylor Porter Health Care Management, Inc. under EIN 26-4227834 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142247NAL0029959361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traylor Porter Health Care Management, Inc.
- EIN
- 26-4227834
- Plan number
- 001
- Location
- Opelika, AL
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,052,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,052,905
- Employer contributions
- $154,678
- Participant contributions
- $274,598
- Total income / additions
- $1,191,043
- Benefits paid
- $142,334
- Administrative expenses
- $23,868
- Total expenses
- $166,202
- Net increase / (decrease)
- $1,024,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $15,222 | not reported in the loaded dataset |
| Wells Fargo Advisors | INVESTMENT ADVISOR | $9,558 | not reported in the loaded dataset |