Primary Care Health Services, Inc. Savings And Retirement Plan — Form 5500 plan (Primary Care Health Servcies, 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, Primary Care Health Services, Inc. Savings And Retirement Plan is a benefit plan reported by Primary Care Health Servcies, Inc. under EIN 25-1300356 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $6,138,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Primary Care Health Servcies, Inc.
- EIN
- 25-1300356
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $6,138,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20250812183155NAL0023583330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,138,717
- Total liabilities (EOY)
- $4,072
- Net assets (EOY)
- $6,134,645
- Net assets (BOY)
- $5,454,476
Income & contributions
- Participant contributions
- $274,662
- Total contributions
- $275,750
- Total income / additions
- $1,739,431
Expenses & distributions
- Benefits paid
- $1,004,169
- Administrative expenses
- $36,427
- Total expenses
- $1,059,262
- Net increase / (decrease)
- $680,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | SERVICE PROVIDER | $34,641 | $0 | 2023 |
| Lpl Financial - Rp | INVESTMENT ADVISOR | $19,481 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting | SERVICE PROVIDER | $2,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Primary Care Health Servcies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial - Rp — Schedule C compensation
- M2b Retirement Consulting — Schedule C compensation