2023 Form 5500 filing — Healthstar Physicians Pc 401(K) 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 20241028103517NAL0007654146001) for Healthstar Physicians Pc 401(K) Retirement Plan, reported by Healthstar Physicians Pc under EIN 62-1612894 and plan number 001. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028103517NAL0007654146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthstar Physicians Pc
- EIN
- 62-1612894
- Plan number
- 001
- Location
- Morristown, TN
- Participants
- 639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,967,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,967,380
- Employer contributions
- $1,097,815
- Participant contributions
- $2,117,471
- Total income / additions
- $11,157,524
- Benefits paid
- $2,952,587
- Administrative expenses
- $170,050
- Total expenses
- $3,122,637
- Net increase / (decrease)
- $8,034,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Trust Company Of Tennessee | NONE | $170,050 | $0 |
| Thoroughbred Financial Services LLC | NONE | $7,653 | $0 |