Pchp 401(K) Plan — Form 5500 plan (Pchp Medical Services Organization)
Plain-English plan 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, Pchp 401(K) Plan is a benefit plan reported by Pchp Medical Services Organization under EIN 03-0362571 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $20,286,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pchp Medical Services Organization
- EIN
- 03-0362571
- Plan number
- 001
- Plan type
- 2
- Location
- Williston, VT
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $20,286,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241011171520NAL0023312641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,286,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,286,253
- Net assets (BOY)
- $16,555,134
Income & contributions
- Employer contributions
- $388,863
- Participant contributions
- $944,404
- Total contributions
- $1,490,484
- Total income / additions
- $4,196,723
Expenses & distributions
- Benefits paid
- $412,391
- Administrative expenses
- $58,572
- Total expenses
- $465,604
- Net increase / (decrease)
- $3,731,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,572 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $27,000 | not reported in the loaded dataset | 2023 |