Plan5500

2023 Form 5500 filing — Fairfield County Healthcare Associates, P.C. 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 20241004133815NAL0006735795001) for Fairfield County Healthcare Associates, P.C. 401(K) Profit Sharing Plan, reported by Fairfield County Healthcare Associates, P.C. under EIN 06-1452971 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004133815NAL0006735795001
Filing year
2023
Form type
2
Plan sponsor
Fairfield County Healthcare Associates, P.C.
EIN
06-1452971
Plan number
001
Location
Shelton, CT
Participants
145
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$35,348,112
Total liabilities (EOY)
$0
Net assets (EOY)
$35,348,112
Employer contributions
$731,068
Participant contributions
$664,178
Total income / additions
$6,405,381
Benefits paid
$1,120,062
Administrative expenses
$57,475
Total expenses
$1,177,537
Net increase / (decrease)
$5,227,844
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln Financial SecuritiesBROKER/ADVISOR$0$33,795
Td Ameritrade InstitutionalADMIN$32,109not reported in the loaded dataset
Charles Schwab & Co., Inc.ADMIN$11,687not reported in the loaded dataset
Pension Consultants, IncCONTRACT ADMIN$8,145not reported in the loaded dataset
Empower Annuity Insurance Co Of AmeRECORDKEEPER$3,494$0
Pension Consultants, IncCONTRACT ADMIN$2,040not reported in the loaded dataset

Related Form 5500 pages