P.A.T.H.S. 401(K) Plan — Form 5500 plan (Physician And Tactical Healthcare Services,)

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, P.A.T.H.S. 401(K) Plan is a benefit plan reported by Physician And Tactical Healthcare Services, under EIN 52-2274526 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $4,555,024 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Physician And Tactical Healthcare Services,
EIN
52-2274526
Plan number
001
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023
Participants
352
End-of-year plan assets
$4,555,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023352H, C20241008101612NAL0017392417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,555,024
Total liabilities (EOY)
$0
Net assets (EOY)
$4,555,024
Net assets (BOY)
$4,165,879

Income & contributions

Participant contributions
$313,420
Total contributions
$313,420
Total income / additions
$1,102,769

Expenses & distributions

Benefits paid
$647,244
Administrative expenses
$38,067
Total expenses
$713,624
Net increase / (decrease)
$389,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$38,067$02023
Integrated Wealth Concepts, LLCINVESTMENT ADVISORY$0$15,4152023

Related Form 5500 pages