State Of Franklin Healthcare Associates, Pllc 401(K) Retirement Plan — Form 5500 plan (State Of Franklin Healthcare Associates, Pllc.)
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, State Of Franklin Healthcare Associates, Pllc 401(K) Retirement Plan is a benefit plan reported by State Of Franklin Healthcare Associates, Pllc. under EIN 62-1730293 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,001 participants and $144,230,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Of Franklin Healthcare Associates, Pllc.
- EIN
- 62-1730293
- Plan number
- 001
- Plan type
- 2
- Location
- Johnson City, TN
- Latest filing year
- 2023
- Participants
- 1,001
- End-of-year plan assets
- $144,230,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,001 | H, C | 20240906152559NAL0002144048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,230,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,230,462
- Net assets (BOY)
- $122,774,757
Income & contributions
- Employer contributions
- $7,562,424
- Participant contributions
- $5,590,346
- Total contributions
- $15,105,835
- Total income / additions
- $34,416,485
Expenses & distributions
- Benefits paid
- $12,761,071
- Administrative expenses
- $199,709
- Total expenses
- $12,960,780
- Net increase / (decrease)
- $21,455,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $116,224 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $67,588 | $0 | 2023 |
| Blackburn, Childres | ACCOUNTANT/AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for State Of Franklin Healthcare Associates, Pllc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Johnson City, TN
- Lpl Financial LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Blackburn, Childres — Schedule C compensation