2023 Form 5500 filing — Primary Care Health Services, Inc. Savings And 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 20250812183155NAL0023583330001) for Primary Care Health Services, Inc. Savings And Retirement Plan, reported by Primary Care Health Servcies, Inc. under EIN 25-1300356 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812183155NAL0023583330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primary Care Health Servcies, Inc.
- EIN
- 25-1300356
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,138,717
- Total liabilities (EOY)
- $4,072
- Net assets (EOY)
- $6,134,645
- Participant contributions
- $274,662
- Total income / additions
- $1,739,431
- Benefits paid
- $1,004,169
- Administrative expenses
- $36,427
- Total expenses
- $1,059,262
- Net increase / (decrease)
- $680,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | SERVICE PROVIDER | $34,641 | $0 |
| Lpl Financial - Rp | INVESTMENT ADVISOR | $19,481 | not reported in the loaded dataset |
| M2b Retirement Consulting | SERVICE PROVIDER | $2,101 | not reported in the loaded dataset |