Fairfield County Healthcare Associates, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Fairfield County Healthcare Associates, P.C.)
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, Fairfield County Healthcare Associates, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Fairfield County Healthcare Associates, P.C. under EIN 06-1452971 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $35,348,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fairfield County Healthcare Associates, P.C.
- EIN
- 06-1452971
- Plan number
- 001
- Plan type
- 2
- Location
- Shelton, CT
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $35,348,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241004133815NAL0006735795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,348,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,348,112
- Net assets (BOY)
- $30,120,268
Income & contributions
- Employer contributions
- $731,068
- Participant contributions
- $664,178
- Total contributions
- $1,412,176
- Total income / additions
- $6,405,381
Expenses & distributions
- Benefits paid
- $1,120,062
- Administrative expenses
- $57,475
- Total expenses
- $1,177,537
- Net increase / (decrease)
- $5,227,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Securities | BROKER/ADVISOR | $0 | $33,795 | 2023 |
| Td Ameritrade Institutional | ADMIN | $32,109 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | ADMIN | $11,687 | not reported in the loaded dataset | 2023 |
| Pension Consultants, Inc | CONTRACT ADMIN | $8,145 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $3,494 | $0 | 2023 |
| Pension Consultants, Inc | CONTRACT ADMIN | $2,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fairfield County Healthcare Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Shelton, CT
- Lincoln Financial Securities — Schedule C compensation
- Td Ameritrade Institutional — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Pension Consultants, Inc — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation