2023 Form 5500 filing — Immediate Health 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 20241007143917NAL0015343633001) for Immediate Health 401(K) Plan, reported by Immediate Health Associates, Inc. under EIN 31-1204097 and plan number 001. It reports 138 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)$24.6MReported net assets$24,606,592
Participants138
Provider compensation$11.6K1 Schedule C row(s)$11,578
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007143917NAL0015343633001
Plan sponsor
Immediate Health Associates, Inc.
EIN
31-1204097
Plan number
001
Location
Westerville, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$24.6M total assets
Net assets$24.6MLiabilities$4.9K
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$186.8K
Participant$465.3K
Full reported line items
Total assets (EOY)
$24,611,457
Total liabilities (EOY)
$4,865
Net assets (EOY)
$24,606,592
Employer contributions
$186,845
Participant contributions
$465,346
Total income / additions
$5,086,568
Benefits paid
$1,296,979
Administrative expenses
$880
Total expenses
$1,304,887
Net increase / (decrease)
$3,781,681
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $0 · Indirect $11.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007143917NAL0015343633001 cover?
It is the 2023 Form 5500 filing for Immediate Health 401(K) Plan, reported by Immediate Health Associates, Inc. (EIN 31-1204097).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages