Family Healthcare Associates Retirement Plan — Form 5500 plan (Family Healthcare Associates)
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, Family Healthcare Associates Retirement Plan is a benefit plan reported by Family Healthcare Associates under EIN 75-2530206 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $107,746,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Healthcare Associates
- EIN
- 75-2530206
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
- Participants
- 460
- End-of-year plan assets
- $107,746,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 460 | H, C | 20241011134528NAL0038896768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,746,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,746,392
- Net assets (BOY)
- $93,005,529
Income & contributions
- Employer contributions
- $2,393,455
- Participant contributions
- $1,789,253
- Total contributions
- $4,269,636
- Total income / additions
- $22,552,122
Expenses & distributions
- Benefits paid
- $7,847,898
- Administrative expenses
- -$38,766
- Total expenses
- $7,811,259
- Net increase / (decrease)
- $14,740,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$38,935 | $0 | 2023 |