Primary Care Partners/Atlantic Health Partners 401(K) Profit Sharing Plan — Form 5500 plan (Primary Care Partners, LLC)

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 Partners/Atlantic Health Partners 401(K) Profit Sharing Plan is a benefit plan reported by Primary Care Partners, LLC under EIN 27-4980253 and plan number 001. The latest loaded filing year is 2023. The filing reports 612 participants and $39,924,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primary Care Partners, LLC
EIN
27-4980253
Plan number
001
Plan type
2
Location
Morris Plains, NJ
Latest filing year
2023
Participants
612
End-of-year plan assets
$39,924,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023612H, C20241014161554NAL0045268848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,924,859
Total liabilities (EOY)
$0
Net assets (EOY)
$39,924,859
Net assets (BOY)
$31,737,938

Income & contributions

Employer contributions
$2,211,545
Participant contributions
$2,337,618
Total contributions
$4,732,203
Total income / additions
$9,632,438

Expenses & distributions

Benefits paid
$1,330,693
Administrative expenses
$114,824
Total expenses
$1,445,517
Net increase / (decrease)
$8,186,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rtd Financial Advisors, Inc.INVESTMENT ADVISORY-PLAN$62,936not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$51,888$02023

Related Form 5500 pages