Frozen Phs 401(A) Plan — Form 5500 plan (Texas Health Resources)
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, Frozen Phs 401(A) Plan is a benefit plan reported by Texas Health Resources under EIN 75-2702388 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $21,383,205 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.4MPlan net assets, end of year$21,383,205
Participants413Covered participants reported
Assets / participant$51.8KComputed: assets ÷ participants$51,775 (computed)
Provider compensation$34.1K2 Schedule C provider row(s)$34,082
- Plan sponsor
- Texas Health Resources
- EIN
- 75-2702388
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20241001104426NAL0006622081001 |
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)$21.4M total assets
Net assets$21.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,383,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,383,205
- Net assets (BOY)
- $22,404,622
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $2,795,031
Expenses & distributions
- Benefits paid
- $3,782,366
- Administrative expenses
- $34,082
- Total expenses
- $3,816,448
- Net increase / (decrease)
- -$1,021,417
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.
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income135%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,162 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,920 | not reported in the loaded dataset | 2023 |