2023 Form 5500 filing — Solaris 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 20241105142146NAL0012876352001) for Solaris 401(K) Plan, reported by Solaris Health Holdings, LLC under EIN 84-4332286 and plan number 001. It reports 2,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105142146NAL0012876352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Solaris Health Holdings, LLC
- EIN
- 84-4332286
- Plan number
- 001
- Location
- Ft. Lauderdale, FL
- Participants
- 2,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $371,368,317
- Total liabilities (EOY)
- $19
- Net assets (EOY)
- $371,368,298
- Employer contributions
- $16,451,529
- Participant contributions
- $15,652,611
- Total income / additions
- $133,252,591
- Benefits paid
- $24,247,955
- Administrative expenses
- $239,310
- Total expenses
- $24,521,713
- Net increase / (decrease)
- $108,730,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial- Andy Lubash | NONE | $142,604 | not reported in the loaded dataset |
| Summit Equities, Inc. | NONE | $68,512 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $58,330 | $0 |
| Roland Criss | NONE | $32,982 | not reported in the loaded dataset |
| Ameritas | NONE | $10,904 | not reported in the loaded dataset |
| Strategic Advisors | NONE | $5,711 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | NONE | -$68,376 | $0 |