Plan5500

Solaris Healthcare 401(K) Plan — Form 5500 plan (Solaris Healthcare, Inc.)

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, Solaris Healthcare 401(K) Plan is a benefit plan reported by Solaris Healthcare, Inc. under EIN 20-0343868 and plan number 001. The latest loaded filing year is 2023. The filing reports 543 participants and $6,240,845 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.2MPlan net assets, end of year$6,240,845
Participants543Covered participants reported
Assets / participant$11.5KComputed: assets ÷ participants$11,493 (computed)
Provider compensation$10.1K4 Schedule C provider row(s)$10,137
Plan sponsor
Solaris Healthcare, Inc.
EIN
20-0343868
Plan number
001
Plan type
2
Location
Decatur, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    543 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$724.1K
Benefits paid / distributions$701.7K
Contributions
Employer$415.2K
Participant$744.4K
Full reported line items

Net assets

Total assets (EOY)
$6,240,845
Total liabilities (EOY)
$0
Net assets (EOY)
$6,240,845
Net assets (BOY)
$4,947,111

Income & contributions

Employer contributions
$415,209
Participant contributions
$744,427
Total contributions
$1,176,581
Total income / additions
$2,017,806

Expenses & distributions

Benefits paid
$701,660
Administrative expenses
$22,412
Total expenses
$724,072
Net increase / (decrease)
$1,293,734
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Voya Retirement Ins & Annuity Co.$3.4K
    SERVICE PROVIDER · Direct $3.4K · Indirect $0
  2. 2
    Morningstar Investment Management$3.4K
    INVESTMENT ADVISORY · Direct $3.4K
  3. 3
    Ascensus$2.6K
    OTHER SERVICES · Direct $0 · Indirect $2.6K
  4. 4
    Morningstar$664
    INVESTMENT ADVISORY · Direct $0 · Indirect $664

Related Form 5500 pages