2023 Form 5500 filing — Primary Care Partners/Atlantic Health Partners 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 20241014161554NAL0045268848001) for Primary Care Partners/Atlantic Health Partners 401(K) Profit Sharing Plan, reported by Primary Care Partners, LLC under EIN 27-4980253 and plan number 001. It reports 612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161554NAL0045268848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primary Care Partners, LLC
- EIN
- 27-4980253
- Plan number
- 001
- Location
- Morris Plains, NJ
- Participants
- 612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,924,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,924,859
- Employer contributions
- $2,211,545
- Participant contributions
- $2,337,618
- Total income / additions
- $9,632,438
- Benefits paid
- $1,330,693
- Administrative expenses
- $114,824
- Total expenses
- $1,445,517
- Net increase / (decrease)
- $8,186,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rtd Financial Advisors, Inc. | INVESTMENT ADVISORY-PLAN | $62,936 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $51,888 | $0 |