Primary Care Solutions 401(K) Plan — Form 5500 plan (Primary Care Solutions, 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 Solutions 401(K) Plan is a benefit plan reported by Primary Care Solutions, Inc. under EIN 47-3727824 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $3,054,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primary Care Solutions, Inc.
EIN
47-3727824
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
156
End-of-year plan assets
$3,054,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241015123109NAL0016390099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,054,084
Total liabilities (EOY)
$0
Net assets (EOY)
$3,054,084
Net assets (BOY)
$2,046,164

Income & contributions

Employer contributions
$216,823
Participant contributions
$718,290
Total contributions
$937,961
Total income / additions
$1,261,904

Expenses & distributions

Benefits paid
$233,309
Administrative expenses
$20,675
Total expenses
$253,984
Net increase / (decrease)
$1,007,920

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$31,643$6922023
CecilcoADMINISTRATOR$6,773$2,3582023
Prospera Financial ServicesBROKER-DEALER$0$8,3492023

Related Form 5500 pages