2023 Form 5500 filing — Statcare 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 20241015105840NAL0029328833005) for Statcare 401(K) & Profit Sharing Plan, reported by Newstat, Pllc under EIN 81-4704105 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105840NAL0029328833005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newstat, Pllc
- EIN
- 81-4704105
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,605,281
- Net assets (EOY)
- $69,605,281
- Employer contributions
- $2,463,146
- Participant contributions
- $1,683,213
- Total income / additions
- $14,796,652
- Benefits paid
- $4,573,955
- Administrative expenses
- $101,755
- Total expenses
- $4,675,710
- Net increase / (decrease)
- $10,120,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $76,702 | not reported in the loaded dataset |
| Ftb Advisors Inc | NONE | $25,033 | not reported in the loaded dataset |
| Meridian Trust & Investment Co | NONE | $9,265 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $606 | $0 |