Who sponsors the Preferred Family Healthcare Employee'S Profit Sharing Plan?

Preferred Family Healthcare Employee'S Profit Sharing Plan is reported as sponsored by Preferred Family Healthcare, Incorporated (EIN 43-1236557, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Preferred Family Healthcare Employee'S Profit Sharing Plan?

The latest Form 5500 filing year loaded for Preferred Family Healthcare Employee'S Profit Sharing Plan is 2023.

How many participants does Preferred Family Healthcare Employee'S Profit Sharing Plan report?

Preferred Family Healthcare Employee'S Profit Sharing Plan reports 1,860 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Preferred Family Healthcare Employee'S Profit Sharing Plan?

Preferred Family Healthcare Employee'S Profit Sharing Plan reports $42,861,464 in end-of-year plan assets in its latest loaded Form 5500 filing.

Preferred Family Healthcare Employee'S Profit Sharing Plan — Form 5500 plan (Preferred Family Healthcare, Incorporated)

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, Preferred Family Healthcare Employee'S Profit Sharing Plan is a benefit plan reported by Preferred Family Healthcare, Incorporated under EIN 43-1236557 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,860 participants and $42,861,464 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.9MPlan net assets, end of year$42,861,464

Participants1.9KCovered participants reported1,860

Assets / participant$23KComputed: assets ÷ participants$23,044 (computed)

Provider compensation$154.1K2 Schedule C provider row(s)$154,114

Plan sponsor: Preferred Family Healthcare, Incorporated
EIN: 43-1236557
Plan number: 001
Plan type: 2
Location: Springfield, MO
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,860	H, C	20241010105433NAL0011391715001

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)$42.9M total assets

Net assets$42.9MLiabilities$0

Money in vs. money out

Total income / additions$12.8M

Total expenses$3M

Benefits paid / distributions$2.9M

Contributions

Employer$1.9M

Participant$3.7M

Full reported line items

Net assets

Total assets (EOY): $42,861,464
Total liabilities (EOY): $0
Net assets (EOY): $42,861,464
Net assets (BOY): $33,118,798

Income & contributions

Employer contributions: $1,936,345
Participant contributions: $3,672,184
Total contributions: $6,290,088
Total income / additions: $12,776,048

Expenses & distributions

Benefits paid: $2,869,815
Administrative expenses: $154,114
Total expenses: $3,033,382
Net increase / (decrease): $9,742,666

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)

35%65%

Employer 35%Participant 65%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income22%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$124,114	$0	2023
Cbiz Investment Advisory Services	ADVISOR	$30,000	not reported in the loaded dataset	2023