2023 Form 5500 filing — Pchp 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 20241011171520NAL0023312641001) for Pchp 401(K) Plan, reported by Pchp Medical Services Organization under EIN 03-0362571 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171520NAL0023312641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pchp Medical Services Organization
- EIN
- 03-0362571
- Plan number
- 001
- Location
- Williston, VT
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,286,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,286,253
- Employer contributions
- $388,863
- Participant contributions
- $944,404
- Total income / additions
- $4,196,723
- Benefits paid
- $412,391
- Administrative expenses
- $58,572
- Total expenses
- $465,604
- Net increase / (decrease)
- $3,731,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,572 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $27,000 | not reported in the loaded dataset |