Family Health, Inc. Retirement Plan — Form 5500 plan (Family 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, Family Health, Inc. Retirement Plan is a benefit plan reported by Family Health, Inc. under EIN 34-1119524 and plan number 003. The latest loaded filing year is 2023. The filing reports 355 participants and $38,326,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Health, Inc.
EIN
34-1119524
Plan number
003
Plan type
2
Location
Greenville, OH
Latest filing year
2023
Participants
355
End-of-year plan assets
$38,326,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20241127084934NAL0004193811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,326,924
Total liabilities (EOY)
$0
Net assets (EOY)
$38,326,924
Net assets (BOY)
$32,038,365

Income & contributions

Employer contributions
$1,672,443
Participant contributions
$1,069,567
Total contributions
$3,048,566
Total income / additions
$10,165,285

Expenses & distributions

Benefits paid
$3,876,551
Administrative expenses
$175
Total expenses
$3,876,726
Net increase / (decrease)
$6,288,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages