2023 Form 5500 filing — Patient First 401(K) 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 20241007080008NAL0015791265001) for Patient First 401(K) Plan, reported by Patient First Corporation under EIN 54-1353272 and plan number 001. It reports 5,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007080008NAL0015791265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patient First Corporation
- EIN
- 54-1353272
- Plan number
- 001
- Location
- Glen Allen, VA
- Participants
- 5,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,249,979
- Net assets (EOY)
- $245,249,979
- Employer contributions
- $6,027,515
- Participant contributions
- $18,656,358
- Total income / additions
- $61,575,945
- Benefits paid
- $13,316,711
- Administrative expenses
- $324,374
- Total expenses
- $13,829,514
- Net increase / (decrease)
- $47,746,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $332,432 | $0 |
| Morningstar Investment Management | INV ADV PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |