2023 Form 5500 filing — Shoals Primary Care Retirement 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 20240816114439NAL0024517824001) for Shoals Primary Care Retirement Plan, reported by Shoals Primary Care, LLC under EIN 27-0952681 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816114439NAL0024517824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shoals Primary Care, LLC
- EIN
- 27-0952681
- Plan number
- 001
- Location
- Sheffield, AL
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,369,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,369,825
- Participant contributions
- $158,935
- Total income / additions
- $330,409
- Benefits paid
- $24,855
- Administrative expenses
- $2,703
- Total expenses
- $77,057
- Net increase / (decrease)
- $253,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $962 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $146 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $76 | $0 |