P3 Health Partners 401(K) Plan — Form 5500 plan (P3 Health Group Management, LLC)
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, P3 Health Partners 401(K) Plan is a benefit plan reported by P3 Health Group Management, LLC under EIN 82-2335638 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $2,041,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- P3 Health Group Management, LLC
- EIN
- 82-2335638
- Plan number
- 001
- Plan type
- 2
- Location
- Henderson, NV
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $2,041,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20240222180224NAL0005608560001 |
| 2023 | 487 | H, C | 20241014162438NAL0046799120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,412,123
- Total liabilities (EOY)
- $47,811
- Net assets (EOY)
- $9,364,312
- Net assets (BOY)
- $4,745,390
Income & contributions
- Employer contributions
- $1,091,417
- Participant contributions
- $2,347,301
- Total contributions
- $4,168,196
- Total income / additions
- $5,456,178
Expenses & distributions
- Benefits paid
- $1,185,393
- Administrative expenses
- $79,772
- Total expenses
- $1,374,478
- Net increase / (decrease)
- $4,081,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $46,000 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | INVESTMENT ADVISOR | $17,522 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $15,196 | $0 | 2023 |
| Charles Schwab Trust Bank | N/A | $2,840 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for P3 Health Group Management, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Henderson, NV
- Moss Adams Llp — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation