Floyd Healthcare Management, Inc. 401(K) Retirement Plan — Form 5500 plan (Floyd Healthcare Management)
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, Floyd Healthcare Management, Inc. 401(K) Retirement Plan is a benefit plan reported by Floyd Healthcare Management under EIN 58-1973570 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,940 participants and $175,230,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Floyd Healthcare Management
- EIN
- 58-1973570
- Plan number
- 003
- Plan type
- 2
- Location
- Rome, GA
- Latest filing year
- 2023
- Participants
- 3,940
- End-of-year plan assets
- $175,230,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,940 | H, C | 20250507132430NAL0010853873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,230,261
- Net assets (EOY)
- $175,230,261
- Net assets (BOY)
- $142,907,623
Income & contributions
- Employer contributions
- $6,771,305
- Participant contributions
- $13,084,690
- Total contributions
- $20,624,552
- Total income / additions
- $46,347,750
Expenses & distributions
- Benefits paid
- $13,314,225
- Administrative expenses
- $485,724
- Total expenses
- $14,025,112
- Net increase / (decrease)
- $32,322,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $273,544 | $0 | 2023 |
| Cannon Financial Strategists, Inc. | INVESTMENT ADVISOR | $212,180 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $349 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Floyd Healthcare Management
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Rome, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Cannon Financial Strategists, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation