2023 Form 5500 filing — Azalea 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 20241008131521NAL0009696851001) for Azalea Health 401(K) Plan, reported by Azalea Health Innovations, Inc. under EIN 26-0874838 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131521NAL0009696851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Azalea Health Innovations, Inc.
- EIN
- 26-0874838
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,711,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,711,973
- Employer contributions
- $443,981
- Participant contributions
- $903,113
- Total income / additions
- $2,260,154
- Benefits paid
- $1,003,417
- Administrative expenses
- $3,400
- Total expenses
- $1,006,817
- Net increase / (decrease)
- $1,253,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newsquare Capital, LLC | SERVICE PROVIDER | $0 | $12,672 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,400 | $0 |