Plan5500

Phe 401(K) Plan — Form 5500 plan (Pioneer Health Employment, 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, Phe 401(K) Plan is a benefit plan reported by Pioneer Health Employment, Inc. under EIN 47-1940078 and plan number 004. The latest loaded filing year is 2023. The filing reports 209 participants and $531,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pioneer Health Employment, Inc.
EIN
47-1940078
Plan number
004
Plan type
2
Location
Green Valley, AZ
Latest filing year
2023
Participants
209
End-of-year plan assets
$531,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241015183330NAL0057691634001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$531,251
Total liabilities (EOY)
$0
Net assets (EOY)
$531,251
Net assets (BOY)
$1,301,218

Income & contributions

Total contributions
$0
Total income / additions
$137,614

Expenses & distributions

Benefits paid
$882,987
Administrative expenses
$22,926
Total expenses
$907,581
Net increase / (decrease)
-$769,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Benefit Services LLCTPA$13,196$1412023
NationwideRECORDKEEPER$4,340$1,2132023
Pensionmark Financial Group LLCADVISOR$4,861not reported in the loaded dataset2023
Hanlon Investment Management, Inc.ADVISOR$522not reported in the loaded dataset2023

Related Form 5500 pages