2023 Form 5500 filing — Primary Care Partners, Inc. 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 20241015143829NAL0030008689003) for Primary Care Partners, Inc. 401(K) Profit Sharing Plan, reported by Primary Care Partners, Inc. under EIN 84-1456669 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143829NAL0030008689003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primary Care Partners, Inc.
- EIN
- 84-1456669
- Plan number
- 001
- Location
- Grand Junction, CO
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,422,369
- Net assets (EOY)
- $39,422,369
- Employer contributions
- $514,232
- Participant contributions
- $1,258,083
- Total income / additions
- $7,681,817
- Benefits paid
- $4,214,586
- Administrative expenses
- $112,778
- Total expenses
- $4,327,364
- Net increase / (decrease)
- $3,354,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | NONE | $48,360 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $37,150 | not reported in the loaded dataset |
| Lpl Holdings Inc | NONE | $25,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,227 | $0 |