Full Circle Health, Inc. 403(B) Plan — Form 5500 plan (Full Circle Health, 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, Full Circle Health, Inc. 403(B) Plan is a benefit plan reported by Full Circle Health, Inc. under EIN 20-5934739 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $27,037,963 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27MPlan net assets, end of year$27,037,963
Participants534Covered participants reported
Assets / participant$50.6KComputed: assets ÷ participants$50,633 (computed)
Provider compensation$42.2K1 Schedule C provider row(s)$42,245
- Plan sponsor
- Full Circle Health, Inc.
- EIN
- 20-5934739
- Plan number
- 001
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20241012122353NAL0041478528001 |
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)$27M total assets
Net assets$27MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,037,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,037,963
- Net assets (BOY)
- $21,289,243
Income & contributions
- Employer contributions
- $407,101
- Participant contributions
- $1,896,834
- Total contributions
- $2,509,208
- Total income / additions
- $7,431,190
Expenses & distributions
- Benefits paid
- $1,640,222
- Administrative expenses
- $42,245
- Total expenses
- $1,682,470
- Net increase / (decrease)
- $5,748,720
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.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $42,245 | $0 | 2023 |