New Directions Retirement Savings Plan For Family Care Network — Form 5500 plan (Family Care Network, Pllc)

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, New Directions Retirement Savings Plan For Family Care Network is a benefit plan reported by Family Care Network, Pllc under EIN 91-1753976 and plan number 001. The latest loaded filing year is 2023. The filing reports 717 participants and $92,906,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Care Network, Pllc
EIN
91-1753976
Plan number
001
Plan type
2
Location
Bellingham, WA
Latest filing year
2023
Participants
717
End-of-year plan assets
$92,906,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023717H, C20240725161714NAL0022989472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,906,027
Total liabilities (EOY)
$306
Net assets (EOY)
$92,905,721
Net assets (BOY)
$77,789,276

Income & contributions

Employer contributions
$2,838,468
Participant contributions
$3,013,007
Total contributions
$5,954,996
Total income / additions
$21,048,648

Expenses & distributions

Benefits paid
$5,735,009
Administrative expenses
$159,971
Total expenses
$5,932,203
Net increase / (decrease)
$15,116,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Independent Financial GroupNONE$90,546not reported in the loaded dataset2023
Nwps, Inc.NONE$48,898not reported in the loaded dataset2023
Charles Schwab Trust CompanyNONE$20,527$02023

Related Form 5500 pages