Frozen Phs & Hmhs 401(K) Plan — Form 5500 plan (Texas Health Resources)
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, Frozen Phs & Hmhs 401(K) Plan is a benefit plan reported by Texas Health Resources under EIN 75-2702388 and plan number 005. The latest loaded filing year is 2023. The filing reports 512 participants and $11,228,562 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.2MPlan net assets, end of year$11,228,562
Participants512Covered participants reported
Assets / participant$21.9KComputed: assets ÷ participants$21,931 (computed)
Provider compensation$23.1K2 Schedule C provider row(s)$23,053
- Plan sponsor
- Texas Health Resources
- EIN
- 75-2702388
- Plan number
- 005
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241001103529NAL0003197059001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,228,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,228,562
- Net assets (BOY)
- $11,795,557
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $1,570,084
Expenses & distributions
- Benefits paid
- $2,114,026
- Administrative expenses
- $23,053
- Total expenses
- $2,137,079
- Net increase / (decrease)
- -$566,995
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income135%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,463 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,590 | not reported in the loaded dataset | 2023 |