2023 Form 5500 filing — Foursquare Healthcare 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 20241002134953NAL0008349681001) for Foursquare Healthcare 401(K) Retirement Plan, reported by Foursquare Healthcare Ltd. under EIN 26-4219383 and plan number 001. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002134953NAL0008349681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foursquare Healthcare Ltd.
- EIN
- 26-4219383
- Plan number
- 001
- Location
- Rockwall, TX
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,104,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,104,123
- Employer contributions
- $319,257
- Participant contributions
- $1,132,121
- Total income / additions
- $2,833,319
- Benefits paid
- $643,042
- Administrative expenses
- $49,561
- Total expenses
- $747,294
- Net increase / (decrease)
- $2,086,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,911 | $0 |
| Huselton, Morgan & Maultsby, P.C. | AUDITOR | $13,650 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |