2023 Form 5500 filing — State Of Franklin Healthcare Associates, Pllc 401(K) 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 20240906152559NAL0002144048001) for State Of Franklin Healthcare Associates, Pllc 401(K) Retirement Plan, reported by State Of Franklin Healthcare Associates, Pllc. under EIN 62-1730293 and plan number 001. It reports 1,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906152559NAL0002144048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Of Franklin Healthcare Associates, Pllc.
- EIN
- 62-1730293
- Plan number
- 001
- Location
- Johnson City, TN
- Participants
- 1,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,230,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,230,462
- Employer contributions
- $7,562,424
- Participant contributions
- $5,590,346
- Total income / additions
- $34,416,485
- Benefits paid
- $12,761,071
- Administrative expenses
- $199,709
- Total expenses
- $12,960,780
- Net increase / (decrease)
- $21,455,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $116,224 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $67,588 | $0 |
| Blackburn, Childres | ACCOUNTANT/AUDITOR | $15,500 | not reported in the loaded dataset |