2023 Form 5500 filing — Revhealth 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 20240926104450NAL0000347203001) for Revhealth 401(K) Plan, reported by Revhealth under EIN 20-3440002 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926104450NAL0000347203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Revhealth
- EIN
- 20-3440002
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,629,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,629,011
- Employer contributions
- $784,882
- Participant contributions
- $2,027,469
- Total income / additions
- $5,642,436
- Benefits paid
- $2,704,379
- Administrative expenses
- $51,202
- Total expenses
- $2,755,581
- Net increase / (decrease)
- $2,886,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steward Partners Investment | ADVISOR | $27,738 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,007 | $0 |
| Onedigital Investment Advisors LLC | ADVISOR | $10,456 | not reported in the loaded dataset |