2023 Form 5500 filing — Floyd Healthcare Management, Inc. 401(K) Retirement 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 20250507132430NAL0010853873001) for Floyd Healthcare Management, Inc. 401(K) Retirement Plan, reported by Floyd Healthcare Management under EIN 58-1973570 and plan number 003. It reports 3,940 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250507132430NAL0010853873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Floyd Healthcare Management
- EIN
- 58-1973570
- Plan number
- 003
- Location
- Rome, GA
- Participants
- 3,940
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,230,261
- Net assets (EOY)
- $175,230,261
- Employer contributions
- $6,771,305
- Participant contributions
- $13,084,690
- Total income / additions
- $46,347,750
- Benefits paid
- $13,314,225
- Administrative expenses
- $485,724
- Total expenses
- $14,025,112
- Net increase / (decrease)
- $32,322,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $273,544 | $0 |
| Cannon Financial Strategists, Inc. | INVESTMENT ADVISOR | $212,180 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $349 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |