Solaris Healthcare 401(K) Plan — Form 5500 plan (Solaris Healthcare, 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, Solaris Healthcare 401(K) Plan is a benefit plan reported by Solaris Healthcare, Inc. under EIN 20-0343868 and plan number 001. The latest loaded filing year is 2023. The filing reports 543 participants and $6,240,845 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.2MPlan net assets, end of year$6,240,845
Participants543Covered participants reported
Assets / participant$11.5KComputed: assets ÷ participants$11,493 (computed)
Provider compensation$10.1K4 Schedule C provider row(s)$10,137
- Plan sponsor
- Solaris Healthcare, Inc.
- EIN
- 20-0343868
- Plan number
- 001
- Plan type
- 2
- Location
- Decatur, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20241014021129NAL0052048002001 |
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)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,240,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,240,845
- Net assets (BOY)
- $4,947,111
Income & contributions
- Employer contributions
- $415,209
- Participant contributions
- $744,427
- Total contributions
- $1,176,581
- Total income / additions
- $2,017,806
Expenses & distributions
- Benefits paid
- $701,660
- Administrative expenses
- $22,412
- Total expenses
- $724,072
- Net increase / (decrease)
- $1,293,734
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.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $3,432 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $3,432 | not reported in the loaded dataset | 2023 |
| Ascensus | OTHER SERVICES | $0 | $2,609 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $664 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solaris Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Decatur, TX
- Voya Retirement Ins & Annuity Co. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Ascensus — Schedule C compensation
- Morningstar — Schedule C compensation