Healthtrax International, Inc. 401(K) & Salary Savings Plan — Form 5500 plan (Healthtrax International, Inc.)

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, Healthtrax International, Inc. 401(K) & Salary Savings Plan is a benefit plan reported by Healthtrax International, Inc. under EIN 06-1209788 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $8,113,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthtrax International, Inc.
EIN
06-1209788
Plan number
001
Plan type
3
Location
Glastonbury, CT
Latest filing year
2023
Participants
359
End-of-year plan assets
$8,113,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20241015104115NAL0029285105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,113,757
Total liabilities (EOY)
$13,250
Net assets (EOY)
$8,100,507
Net assets (BOY)
$7,646,181

Income & contributions

Participant contributions
$336,351
Total contributions
$336,351
Total income / additions
$1,850,925

Expenses & distributions

Benefits paid
$1,340,398
Administrative expenses
$56,087
Total expenses
$1,396,599
Net increase / (decrease)
$454,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$36,859$02023
Morningstar Investment ManagementNONE$19,228not reported in the loaded dataset2023

Related Form 5500 pages