Plan5500

First National Health Services 401(K) Plan — Form 5500 plan (First National Health Services, 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, First National Health Services 401(K) Plan is a benefit plan reported by First National Health Services, LLC under EIN 87-1955856 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $2,113,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First National Health Services, LLC
EIN
87-1955856
Plan number
002
Plan type
2
Location
Taylorsville, UT
Latest filing year
2023
Participants
167
End-of-year plan assets
$2,113,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20240924140618NAL0023923490001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,113,386
Total liabilities (EOY)
$0
Net assets (EOY)
$2,113,386
Net assets (BOY)
$0

Income & contributions

Participant contributions
$398,662
Total contributions
$473,015
Total income / additions
$630,962

Expenses & distributions

Benefits paid
$11,634
Administrative expenses
$7,219
Total expenses
$18,853
Net increase / (decrease)
$612,109

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$6,017not reported in the loaded dataset2023

Related Form 5500 pages