Plan5500

Heath Consultants Incorporated Profit Sharing & Retirement Plan — Form 5500 plan (Heath Consultants Incorporated)

Plain-English plan 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, Heath Consultants Incorporated Profit Sharing & Retirement Plan is a benefit plan reported by Heath Consultants Incorporated under EIN 04-2144731 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,437 participants and $23,392,394 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.4MPlan net assets, end of year$23,392,394
Participants1.4KCovered participants reported1,437
Assets / participant$16.3KComputed: assets ÷ participants$16,279 (computed)
Provider compensation$75.1K2 Schedule C provider row(s)$75,136
Plan sponsor
Heath Consultants Incorporated
EIN
04-2144731
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,437 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$3.3M
Benefits paid / distributions$3.1M
Contributions
Employer$393.1K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$23,392,394
Total liabilities (EOY)
$0
Net assets (EOY)
$23,392,394
Net assets (BOY)
$20,660,479

Income & contributions

Employer contributions
$393,140
Participant contributions
$1,655,462
Total contributions
$2,395,787
Total income / additions
$6,007,432

Expenses & distributions

Benefits paid
$3,121,130
Administrative expenses
$75,136
Total expenses
$3,275,517
Net increase / (decrease)
$2,731,915
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Calderwood Financial Strategies, I$41.8K
    BROKER · Direct $41.8K
  2. 2
    Fidelity Investments Institutional$33.4K
    RECORDKEEPER · Direct $33.4K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Heath Consultants Incorporated Profit Sharing & Retirement Plan?
Heath Consultants Incorporated Profit Sharing & Retirement Plan is reported as sponsored by Heath Consultants Incorporated (EIN 04-2144731, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Heath Consultants Incorporated Profit Sharing & Retirement Plan?
The latest Form 5500 filing year loaded for Heath Consultants Incorporated Profit Sharing & Retirement Plan is 2023.
How many participants does Heath Consultants Incorporated Profit Sharing & Retirement Plan report?
Heath Consultants Incorporated Profit Sharing & Retirement Plan reports 1,437 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Heath Consultants Incorporated Profit Sharing & Retirement Plan?
Heath Consultants Incorporated Profit Sharing & Retirement Plan reports $23,392,394 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages