2023 Form 5500 filing — Pha, LLC 401(K) Profit Sharing 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 20240913133333NAL0005098819001) for Pha, LLC 401(K) Profit Sharing Plan, reported by Premier Health Associates, LLC under EIN 22-3346995 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913133333NAL0005098819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Health Associates, LLC
- EIN
- 22-3346995
- Plan number
- 002
- Location
- Sparta, NJ
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,269,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,269,636
- Employer contributions
- $1,086,003
- Participant contributions
- $1,021,707
- Total income / additions
- $5,888,271
- Benefits paid
- $560,446
- Administrative expenses
- $112,775
- Total expenses
- $673,221
- Net increase / (decrease)
- $5,215,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nppg | TPA | $17,689 | not reported in the loaded dataset |
| Ascensus LLC | RECORD KEEPING | $15,394 | $638 |
| Nisivoccia, Llp | AUDITOR | $7,700 | not reported in the loaded dataset |
| Stifel Nicolaus & Co., Inc. | INVESTMENT ADVISOR | $6,900 | not reported in the loaded dataset |