Pha, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Premier Health Associates, LLC)
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, Pha, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Premier Health Associates, LLC under EIN 22-3346995 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $26,269,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Health Associates, LLC
- EIN
- 22-3346995
- Plan number
- 002
- Plan type
- 2
- Location
- Sparta, NJ
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $26,269,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240913133333NAL0005098819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,269,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,269,636
- Net assets (BOY)
- $21,054,586
Income & contributions
- Employer contributions
- $1,086,003
- Participant contributions
- $1,021,707
- Total contributions
- $2,432,431
- Total income / additions
- $5,888,271
Expenses & distributions
- Benefits paid
- $560,446
- Administrative expenses
- $112,775
- Total expenses
- $673,221
- Net increase / (decrease)
- $5,215,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nppg | TPA | $17,689 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORD KEEPING | $15,394 | $638 | 2023 |
| Nisivoccia, Llp | AUDITOR | $7,700 | not reported in the loaded dataset | 2023 |
| Stifel Nicolaus & Co., Inc. | INVESTMENT ADVISOR | $6,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Health Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Sparta, NJ
- Nppg — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Nisivoccia, Llp — Schedule C compensation
- Stifel Nicolaus & Co., Inc. — Schedule C compensation