Plan5500

Positive Impact Health Centers, Inc. 401(K) Plan — Form 5500 plan (Positive Impact Health Centers, 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, Positive Impact Health Centers, Inc. 401(K) Plan is a benefit plan reported by Positive Impact Health Centers, Inc. under EIN 58-1973324 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $8,089,602 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,089,602
Participants319Covered participants reported
Assets / participant$25.4KComputed: assets ÷ participants$25,359 (computed)
Provider compensation$90.9K6 Schedule C provider row(s)$90,872
Plan sponsor
Positive Impact Health Centers, Inc.
EIN
58-1973324
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    319 participants · 2Sch HSch C
    View filing →
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$656.3K
Benefits paid / distributions$567K
Contributions
Employer$950.1K
Participant$836.5K
Full reported line items

Net assets

Total assets (EOY)
$8,089,602
Total liabilities (EOY)
$0
Net assets (EOY)
$8,089,602
Net assets (BOY)
$5,724,167

Income & contributions

Employer contributions
$950,132
Participant contributions
$836,540
Total contributions
$1,906,985
Total income / additions
$3,021,766

Expenses & distributions

Benefits paid
$567,007
Administrative expenses
$89,324
Total expenses
$656,331
Net increase / (decrease)
$2,365,435
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)
Employer 53%Participant 47%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$49.8K
    CONTRACT ADMINISTRATOR · Direct $49.8K · Indirect $0
  2. 2
    Ubs Financial Services Inc$16.8K
    INVESTMENT ADVISORY · Direct $16.8K · Indirect $0
  3. 3
    John Hancock Life Insurance Co$15.7K
    RECORDKEEPER · Direct $15.7K · Indirect $0
  4. 4
    Erisa Services Inc$8.7K
    CONTRACT ADMINISTRATOR · Direct $7.1K · Indirect $1.5K
  5. 5
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  6. 6
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Positive Impact Health Centers, Inc. 401(K) Plan?
Positive Impact Health Centers, Inc. 401(K) Plan is reported as sponsored by Positive Impact Health Centers, Inc. (EIN 58-1973324, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Positive Impact Health Centers, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Positive Impact Health Centers, Inc. 401(K) Plan is 2023.
How many participants does Positive Impact Health Centers, Inc. 401(K) Plan report?
Positive Impact Health Centers, Inc. 401(K) Plan reports 319 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Positive Impact Health Centers, Inc. 401(K) Plan?
Positive Impact Health Centers, Inc. 401(K) Plan reports $8,089,602 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages