Strategic Health Partners, Inc. Employee Stock Ownership Plan — Form 5500 plan (Strategic Health 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, Strategic Health Partners, Inc. Employee Stock Ownership Plan is a benefit plan reported by Strategic Health Partners, Inc. under EIN 88-3975274 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $8,523,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Health Partners, Inc.
- EIN
- 88-3975274
- Plan number
- 002
- Plan type
- 2
- Location
- Kennesaw, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H | 20241015185135NAL0029422449001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $8,523,858
- Total liabilities (EOY)
- $23,916,744
- Net assets (EOY)
- -$15,392,886
- Net assets (BOY)
- -$21,130,459
Income & contributions
- Employer contributions
- $2,049,506
- Total contributions
- $2,049,506
- Total income / additions
- $6,528,306
Expenses & distributions
- Benefits paid
- $224
- Administrative expenses
- $0
- Total expenses
- $790,733
- Net increase / (decrease)
- $5,737,573
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.