2023 Form 5500 filing — Omh Healthedge Holdings, Inc. 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 20241013205823NAL0026232225001) for Omh Healthedge Holdings, Inc. 401(K) Plan, reported by Omh Healthedge Holdings, Inc. under EIN 20-5803714 and plan number 001. It reports 1,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013205823NAL0026232225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omh Healthedge Holdings, Inc.
- EIN
- 20-5803714
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 1,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,146,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,146,667
- Employer contributions
- $297,354
- Participant contributions
- $4,388,687
- Total income / additions
- $9,174,096
- Benefits paid
- $4,385,122
- Administrative expenses
- $198,943
- Total expenses
- $4,584,065
- Net increase / (decrease)
- $4,590,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $135,728 | $0 |
| Edward Jones | INVESTMENT ADVISOR | $49,315 | not reported in the loaded dataset |
| Armanino Mckenna Llp | OTHER | $13,900 | not reported in the loaded dataset |