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, Healthcare Partners Investments, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Healthcare Partners Investments, LLC under EIN 65-1233477 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,505 participants and $83,891,560 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,891,560
- Total liabilities (EOY)
- $35,459
- Net assets (EOY)
- $83,856,101
- Net assets (BOY)
- $71,108,140
Income & contributions
- Employer contributions
- $1,771,089
- Participant contributions
- $4,736,522
- Total contributions
- $7,847,871
- Total income / additions
- $19,920,153
Expenses & distributions
- Benefits paid
- $6,876,113
- Administrative expenses
- $268,886
- Total expenses
- $7,172,192
- Net increase / (decrease)
- $12,747,961