Healthstar Physicians Pc 401(K) Retirement Plan — Form 5500 plan (Healthstar Physicians Pc)
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, Healthstar Physicians Pc 401(K) Retirement Plan is a benefit plan reported by Healthstar Physicians Pc under EIN 62-1612894 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $48,967,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthstar Physicians Pc
- EIN
- 62-1612894
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, TN
- Latest filing year
- 2023
- Participants
- 639
- End-of-year plan assets
- $48,967,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 639 | H, C | 20241028103517NAL0007654146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,967,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,967,380
- Net assets (BOY)
- $40,932,493
Income & contributions
- Employer contributions
- $1,097,815
- Participant contributions
- $2,117,471
- Total contributions
- $3,659,850
- Total income / additions
- $11,157,524
Expenses & distributions
- Benefits paid
- $2,952,587
- Administrative expenses
- $170,050
- Total expenses
- $3,122,637
- Net increase / (decrease)
- $8,034,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Trust Company Of Tennessee | NONE | $170,050 | $0 | 2023 |
| Thoroughbred Financial Services LLC | NONE | $7,653 | $0 | 2023 |