Solaris 401(K) Plan — Form 5500 plan (Solaris Health Holdings, 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, Solaris 401(K) Plan is a benefit plan reported by Solaris Health Holdings, LLC under EIN 84-4332286 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,409 participants and $371,368,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solaris Health Holdings, LLC
- EIN
- 84-4332286
- Plan number
- 001
- Plan type
- 2
- Location
- Ft. Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 2,409
- End-of-year plan assets
- $371,368,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,409 | H, C | 20241105142146NAL0012876352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $371,368,317
- Total liabilities (EOY)
- $19
- Net assets (EOY)
- $371,368,298
- Net assets (BOY)
- $180,056,576
Income & contributions
- Employer contributions
- $16,451,529
- Participant contributions
- $15,652,611
- Total contributions
- $92,607,470
- Total income / additions
- $133,252,591
Expenses & distributions
- Benefits paid
- $24,247,955
- Administrative expenses
- $239,310
- Total expenses
- $24,521,713
- Net increase / (decrease)
- $108,730,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial- Andy Lubash | NONE | $142,604 | not reported in the loaded dataset | 2023 |
| Summit Equities, Inc. | NONE | $68,512 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $58,330 | $0 | 2023 |
| Roland Criss | NONE | $32,982 | not reported in the loaded dataset | 2023 |
| Ameritas | NONE | $10,904 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | NONE | $5,711 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | NONE | -$68,376 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solaris Health Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ft. Lauderdale, FL
- Lpl Financial- Andy Lubash — Schedule C compensation
- Summit Equities, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Roland Criss — Schedule C compensation
- Ameritas — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation