2023 Form 5500 filing — Family Health, Inc. 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 20241127084934NAL0004193811001) for Family Health, Inc. Retirement Plan, reported by Family Health, Inc. under EIN 34-1119524 and plan number 003. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127084934NAL0004193811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Health, Inc.
- EIN
- 34-1119524
- Plan number
- 003
- Location
- Greenville, OH
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,326,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,326,924
- Employer contributions
- $1,672,443
- Participant contributions
- $1,069,567
- Total income / additions
- $10,165,285
- Benefits paid
- $3,876,551
- Administrative expenses
- $175
- Total expenses
- $3,876,726
- Net increase / (decrease)
- $6,288,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |