2023 Form 5500 filing — Knowtion 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 20241015113741NAL0057255026001) for Knowtion Health 401(K) Plan, reported by Rsource, LLC under EIN 26-1268348 and plan number 002. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113741NAL0057255026001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rsource, LLC
- EIN
- 26-1268348
- Plan number
- 002
- Location
- Boca Raton, FL
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,921,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,921,156
- Employer contributions
- $119,371
- Participant contributions
- $952,626
- Total income / additions
- $1,954,906
- Benefits paid
- $419,185
- Administrative expenses
- $19,664
- Total expenses
- $438,849
- Net increase / (decrease)
- $1,516,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services Inc | SERVICE PROVIDER | $0 | $12,326 |
| Voya Retirement Insurance Annuity | SERVICE PROVIDER | $601 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $601 | not reported in the loaded dataset |