Primary Care Partners, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Primary Care Partners, 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, Primary Care Partners, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Primary Care Partners, Inc. under EIN 84-1456669 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $39,422,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Primary Care Partners, Inc.
- EIN
- 84-1456669
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $39,422,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241015143829NAL0030008689003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,422,369
- Net assets (EOY)
- $39,422,369
- Net assets (BOY)
- $36,067,916
Income & contributions
- Employer contributions
- $514,232
- Participant contributions
- $1,258,083
- Total contributions
- $1,806,603
- Total income / additions
- $7,681,817
Expenses & distributions
- Benefits paid
- $4,214,586
- Administrative expenses
- $112,778
- Total expenses
- $4,327,364
- Net increase / (decrease)
- $3,354,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | NONE | $48,360 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $37,150 | not reported in the loaded dataset | 2023 |
| Lpl Holdings Inc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,227 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Primary Care Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Grand Junction, CO
- Global Retirement Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Lpl Holdings Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation