2023 Form 5500 filing — Catalyst Health Group Holdings 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 20241014141002NAL0046304288001) for Catalyst Health Group Holdings 401(K) Plan, reported by Catalyst Health Group Holdings, LLC under EIN 47-5248531 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141002NAL0046304288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catalyst Health Group Holdings, LLC
- EIN
- 47-5248531
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,616,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,616,651
- Employer contributions
- $783,904
- Participant contributions
- $1,606,317
- Total income / additions
- $3,545,595
- Benefits paid
- $544,652
- Administrative expenses
- $50,238
- Total expenses
- $594,890
- Net increase / (decrease)
- $2,950,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beaird Harris | ADVISOR | $37,116 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $9,235 | $0 |