Healthtrackrx 401(K) Retirement Plan — Form 5500 plan (Healthtrackrx, 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, Healthtrackrx 401(K) Retirement Plan is a benefit plan reported by Healthtrackrx, LLC under EIN 47-4866213 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $9,904,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthtrackrx, LLC
EIN
47-4866213
Plan number
001
Plan type
2
Location
Denton, TX
Latest filing year
2023
Participants
436
End-of-year plan assets
$9,904,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023436H, C20241014133631NAL0015013859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,904,148
Total liabilities (EOY)
$0
Net assets (EOY)
$9,904,148
Net assets (BOY)
$6,133,347

Income & contributions

Employer contributions
$1,224,469
Participant contributions
$2,669,602
Total contributions
$4,551,362
Total income / additions
$5,982,403

Expenses & distributions

Benefits paid
$2,143,295
Administrative expenses
$44,128
Total expenses
$2,211,602
Net increase / (decrease)
$3,770,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,127$02023

Related Form 5500 pages