Foursquare Healthcare 401(K) Retirement Plan — Form 5500 plan (Foursquare Healthcare Ltd.)
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, Foursquare Healthcare 401(K) Retirement Plan is a benefit plan reported by Foursquare Healthcare Ltd. under EIN 26-4219383 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,021 participants and $10,104,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foursquare Healthcare Ltd.
- EIN
- 26-4219383
- Plan number
- 001
- Plan type
- 2
- Location
- Rockwall, TX
- Latest filing year
- 2023
- Participants
- 1,021
- End-of-year plan assets
- $10,104,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,021 | H, C | 20241002134953NAL0008349681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,104,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,104,123
- Net assets (BOY)
- $8,018,098
Income & contributions
- Employer contributions
- $319,257
- Participant contributions
- $1,132,121
- Total contributions
- $1,457,671
- Total income / additions
- $2,833,319
Expenses & distributions
- Benefits paid
- $643,042
- Administrative expenses
- $49,561
- Total expenses
- $747,294
- Net increase / (decrease)
- $2,086,025
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,911 | $0 | 2023 |
| Huselton, Morgan & Maultsby, P.C. | AUDITOR | $13,650 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foursquare Healthcare Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Rockwall, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Huselton, Morgan & Maultsby, P.C. — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation