Catalyst Health Group Holdings 401(K) Plan — Form 5500 plan (Catalyst Health Group Holdings, 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, Catalyst Health Group Holdings 401(K) Plan is a benefit plan reported by Catalyst Health Group Holdings, LLC under EIN 47-5248531 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $9,616,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catalyst Health Group Holdings, LLC
EIN
47-5248531
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
368
End-of-year plan assets
$9,616,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20241014141002NAL0046304288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,616,651
Total liabilities (EOY)
$0
Net assets (EOY)
$9,616,651
Net assets (BOY)
$6,665,946

Income & contributions

Employer contributions
$783,904
Participant contributions
$1,606,317
Total contributions
$2,487,380
Total income / additions
$3,545,595

Expenses & distributions

Benefits paid
$544,652
Administrative expenses
$50,238
Total expenses
$594,890
Net increase / (decrease)
$2,950,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beaird HarrisADVISOR$37,116not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$9,235$02023

Related Form 5500 pages