F.H. Paschen Companies Retirement Savings Plan — Form 5500 plan (Fhp Management, 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, F.H. Paschen Companies Retirement Savings Plan is a benefit plan reported by Fhp Management, Inc. under EIN 36-4518446 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $42,999,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fhp Management, Inc.
EIN
36-4518446
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
553
End-of-year plan assets
$42,999,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023553H, C20241011105356NAL0021710177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,999,805
Total liabilities (EOY)
$0
Net assets (EOY)
$42,999,805
Net assets (BOY)
$35,131,904

Income & contributions

Employer contributions
$618,871
Participant contributions
$2,738,759
Total contributions
$4,191,690
Total income / additions
$11,483,220

Expenses & distributions

Benefits paid
$3,602,684
Administrative expenses
$1,975
Total expenses
$3,615,319
Net increase / (decrease)
$7,867,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement PlanRECORDKEEPER$1,975$02023

Related Form 5500 pages