Plan5500

Healthcare Resource Group, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Healthcare Resource Group, Inc.)

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 Resource Group, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Healthcare Resource Group, Inc. under EIN 82-0474664 and plan number 002. The latest loaded filing year is 2023. The filing reports 668 participants and $14,485,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthcare Resource Group, Inc.
EIN
82-0474664
Plan number
002
Plan type
2
Location
Spokane Valley, WA
Latest filing year
2023
Participants
668
End-of-year plan assets
$14,485,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023668H, C20241011134727NAL0022867073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,485,049
Total liabilities (EOY)
$52,553
Net assets (EOY)
$14,432,496
Net assets (BOY)
$10,476,190

Income & contributions

Total contributions
$0
Total income / additions
$4,101,800

Expenses & distributions

Benefits paid
$4,949
Administrative expenses
$140,545
Total expenses
$145,494
Net increase / (decrease)
$3,956,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal FinancialPLAN ADMINISTRATOR$72,486not reported in the loaded dataset2023
GreatbancTRUSTEE$57,447not reported in the loaded dataset2023
WipfliACCOUNTANT$30,250not reported in the loaded dataset2023

Related Form 5500 pages