2023 Form 5500 filing — Relatient 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 20241008161901NAL0008566483001) for Relatient 401(K) Plan, reported by Relatient, Inc. under EIN 45-5445868 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161901NAL0008566483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Relatient, Inc.
- EIN
- 45-5445868
- Plan number
- 001
- Location
- Forest Park, GA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,365,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,365,175
- Employer contributions
- $422,470
- Participant contributions
- $1,189,193
- Total income / additions
- $2,997,302
- Benefits paid
- $1,128,426
- Administrative expenses
- $74,207
- Total expenses
- $1,208,501
- Net increase / (decrease)
- $1,788,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | RIA | $28,048 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $2,500 | $0 |