F.G. Healthcare Properties, LLC 401(K) Plan — Form 5500 plan (F.G. Healthcare Properties, 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, F.G. Healthcare Properties, LLC 401(K) Plan is a benefit plan reported by F.G. Healthcare Properties, LLC under EIN 62-1775277 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $4,119,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
F.G. Healthcare Properties, LLC
EIN
62-1775277
Plan number
001
Plan type
2
Location
Franklin, TN
Latest filing year
2023
Participants
234
End-of-year plan assets
$4,119,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241015094259NAL0027973809002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,119,620
Total liabilities (EOY)
$35,869
Net assets (EOY)
$4,083,751
Net assets (BOY)
$3,428,153

Income & contributions

Employer contributions
$82,404
Participant contributions
$325,870
Total contributions
$408,274
Total income / additions
$938,232

Expenses & distributions

Benefits paid
$237,854
Administrative expenses
$7,203
Total expenses
$282,634
Net increase / (decrease)
$655,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Third Party Administrators, Inc.OTHER SERVICES$0$1,8422023
MorningstarINVESTMENT ADVISORY$0$4582023

Related Form 5500 pages