2023 Form 5500 filing — Primary Care Solutions 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 20241015123109NAL0016390099001) for Primary Care Solutions 401(K) Plan, reported by Primary Care Solutions, Inc. under EIN 47-3727824 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123109NAL0016390099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primary Care Solutions, Inc.
- EIN
- 47-3727824
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,054,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,054,084
- Employer contributions
- $216,823
- Participant contributions
- $718,290
- Total income / additions
- $1,261,904
- Benefits paid
- $233,309
- Administrative expenses
- $20,675
- Total expenses
- $253,984
- Net increase / (decrease)
- $1,007,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $31,643 | $692 |
| Cecilco | ADMINISTRATOR | $6,773 | $2,358 |
| Prospera Financial Services | BROKER-DEALER | $0 | $8,349 |