2023 Form 5500 filing — Streamline Health, Inc. 401(K) Profit Sharing 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 20241002054220NAL0008346529001) for Streamline Health, Inc. 401(K) Profit Sharing Plan, reported by Streamline Health, Inc. under EIN 87-1483022 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002054220NAL0008346529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Streamline Health, Inc.
- EIN
- 87-1483022
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,675,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,675,625
- Employer contributions
- $264,069
- Participant contributions
- $1,006,110
- Total income / additions
- $3,990,016
- Benefits paid
- $1,700,155
- Administrative expenses
- $38,402
- Total expenses
- $1,741,812
- Net increase / (decrease)
- $2,248,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | INVESTMENT/FINANCIAL ADVI | $32,493 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,908 | $0 |