2023 Form 5500 filing — Summitstone Health Partners 403(B) Retirement 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 20241015105702NAL0014440259001) for Summitstone Health Partners 403(B) Retirement Plan, reported by Summitstone Health Partners under EIN 84-1512383 and plan number 003. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105702NAL0014440259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summitstone Health Partners
- EIN
- 84-1512383
- Plan number
- 003
- Location
- Fort Collins, CO
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,693,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,693,069
- Employer contributions
- $1,004,144
- Participant contributions
- $1,963,499
- Total income / additions
- $5,537,159
- Benefits paid
- $1,694,690
- Administrative expenses
- $29,489
- Total expenses
- $1,724,179
- Net increase / (decrease)
- $3,812,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors Inc | OTHER SERVICES | $0 | $31,174 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,489 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |