2023 Form 5500 filing — Simple Health, Inc. 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 20240830114433NAL0014461889001) for Simple Health, Inc. 401(K) Plan, reported by Simple Health, Inc. under EIN 47-5455175 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830114433NAL0014461889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simple Health, Inc.
- EIN
- 47-5455175
- Plan number
- 001
- Location
- New York, NY
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $56,448
- Total income / additions
- $241,749
- Benefits paid
- $1,971,302
- Administrative expenses
- $90,011
- Total expenses
- $2,064,254
- Net increase / (decrease)
- -$1,822,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mazars Usa Llp | NONE | $67,800 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $16,262 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | NONE | $5,949 | not reported in the loaded dataset |