2023 Form 5500 filing — Intrahealth International, 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 20240917070240NAL0004559488001) for Intrahealth International, Inc. 401(K) Plan, reported by Intrahealth International, Inc. under EIN 55-0825466 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917070240NAL0004559488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intrahealth International, Inc.
- EIN
- 55-0825466
- Plan number
- 001
- Location
- Chapel Hill, NC
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,543,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,543,235
- Employer contributions
- $600,628
- Participant contributions
- $859,887
- Total income / additions
- $6,189,066
- Benefits paid
- $2,462,195
- Administrative expenses
- $72,497
- Total expenses
- $2,534,692
- Net increase / (decrease)
- $3,654,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,456 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $48,064 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |