2023 Form 5500 filing — Health Advocates 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808122512NAL0002716915001) for Health Advocates 401(K) Plan, reported by Health Advocates, LLC under EIN 68-0587145 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.4MReported net assets$13,372,010
Participants171
Provider compensation$23K2 Schedule C row(s)$22,955
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240808122512NAL0002716915001
- Plan sponsor
- Health Advocates, LLC
- EIN
- 68-0587145
- Plan number
- 001
- Location
- Chatsworth, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,372,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,372,010
- Employer contributions
- $106,069
- Participant contributions
- $825,755
- Total income / additions
- $3,220,920
- Benefits paid
- $1,345,208
- Administrative expenses
- $26,264
- Total expenses
- $1,394,721
- Net increase / (decrease)
- $1,826,199
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | ADVISOR | $11,728 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $11,227 | $0 |