2023 Form 5500 filing — Phe 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 20241015183330NAL0057691634001) for Phe 401(K) Plan, reported by Pioneer Health Employment, Inc. under EIN 47-1940078 and plan number 004. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183330NAL0057691634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Health Employment, Inc.
- EIN
- 47-1940078
- Plan number
- 004
- Location
- Green Valley, AZ
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $531,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $531,251
- Total income / additions
- $137,614
- Benefits paid
- $882,987
- Administrative expenses
- $22,926
- Total expenses
- $907,581
- Net increase / (decrease)
- -$769,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Benefit Services LLC | TPA | $13,196 | $141 |
| Nationwide | RECORDKEEPER | $4,340 | $1,213 |
| Pensionmark Financial Group LLC | ADVISOR | $4,861 | not reported in the loaded dataset |
| Hanlon Investment Management, Inc. | ADVISOR | $522 | not reported in the loaded dataset |