2023 Form 5500 filing — P3 Health Partners 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240222180224NAL0005608560001) for P3 Health Partners 401(K) Plan, reported by P3 Health Group Management, LLC under EIN 82-2335638 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240222180224NAL0005608560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- P3 Health Group Management, LLC
- EIN
- 82-2335638
- Plan number
- 001
- Location
- Henderson, NV
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,412,123
- Total liabilities (EOY)
- $47,811
- Net assets (EOY)
- $9,364,312
- Employer contributions
- $1,091,417
- Participant contributions
- $2,347,301
- Total income / additions
- $5,456,178
- Benefits paid
- $1,185,393
- Administrative expenses
- $79,772
- Total expenses
- $1,374,478
- Net increase / (decrease)
- $4,081,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $46,000 | not reported in the loaded dataset |
| Bks Financial Investments LLC | INVESTMENT ADVISOR | $17,522 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,196 | $0 |
| Charles Schwab Trust Bank | N/A | $2,840 | $0 |