2023 Form 5500 filing — Relevate Health Management, LLC. 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 20241014083505NAL0026828289001) for Relevate Health Management, LLC. 401(K) Profit Sharing Plan, reported by Relevate Health Management, LLC. under EIN 87-2676505 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
- 20241014083505NAL0026828289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Relevate Health Management, LLC.
- EIN
- 87-2676505
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,439,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,439,409
- Employer contributions
- $617,972
- Participant contributions
- $1,776,517
- Total income / additions
- $5,154,268
- Benefits paid
- $2,540,006
- Administrative expenses
- $103,496
- Total expenses
- $2,643,502
- Net increase / (decrease)
- $2,510,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truepoint Wealth Counsel | NONE | $62,238 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | NONE | $36,681 | not reported in the loaded dataset |