2023 Form 5500 filing — Preferred Family Healthcare Employee'S 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 20241010105433NAL0011391715001) for Preferred Family Healthcare Employee'S Profit Sharing Plan, reported by Preferred Family Healthcare, Incorporated under EIN 43-1236557 and plan number 001. It reports 1,860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$42.9MReported net assets$42,861,464
Participants1.9K1,860
Provider compensation$154.1K2 Schedule C row(s)$154,114
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010105433NAL0011391715001
- Plan sponsor
- Preferred Family Healthcare, Incorporated
- EIN
- 43-1236557
- Plan number
- 001
- Location
- Springfield, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$42.9M total assets
Net assets$42.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $42,861,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,861,464
- Employer contributions
- $1,936,345
- Participant contributions
- $3,672,184
- Total income / additions
- $12,776,048
- Benefits paid
- $2,869,815
- Administrative expenses
- $154,114
- Total expenses
- $3,033,382
- Net increase / (decrease)
- $9,742,666
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $124,114 | $0 |
| Cbiz Investment Advisory Services | ADVISOR | $30,000 | not reported in the loaded dataset |