Plan5500

Salud Family Health Retirement Plan — Form 5500 plan (Salud Family Health, 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, Salud Family Health Retirement Plan is a benefit plan reported by Salud Family Health, Inc. under EIN 84-0613540 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,096 participants and $30,377,980 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.4MPlan net assets, end of year$30,377,980
Participants1.1KCovered participants reported1,096
Assets / participant$27.7KComputed: assets ÷ participants$27,717 (computed)
Provider compensation$80.4K2 Schedule C provider row(s)$80,447
Plan sponsor
Salud Family Health, Inc.
EIN
84-0613540
Plan number
001
Plan type
2
Location
Fort Lupton, CO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    1,096 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)$30.4M total assets
Net assets$30.4MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$2.2M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$30,377,980
Total liabilities (EOY)
$0
Net assets (EOY)
$30,377,980
Net assets (BOY)
$27,133,667

Income & contributions

Employer contributions
$2,216,489
Participant contributions
$0
Total contributions
$2,216,489
Total income / additions
$5,581,245

Expenses & distributions

Benefits paid
$2,245,980
Administrative expenses
$80,447
Total expenses
$2,336,932
Net increase / (decrease)
$3,244,313
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 100%Participant 0%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Empower Annuity Insurance Company$74.7K
    NONE · Direct $74.7K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$5.7K
    NONE · Direct $5.7K

Related Form 5500 pages