2023 Form 5500 filing — Xpress Wellness Retirement Savings 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 20241015170355NAL0016933523001) for Xpress Wellness Retirement Savings Plan, reported by Xpress Wellness Urgent Care, LLC under EIN 46-2683803 and plan number 001. It reports 497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170355NAL0016933523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xpress Wellness Urgent Care, LLC
- EIN
- 46-2683803
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,784,545
- Net assets (EOY)
- $6,784,545
- Employer contributions
- $695,917
- Participant contributions
- $1,508,034
- Total income / additions
- $3,414,767
- Benefits paid
- $987,910
- Administrative expenses
- $63,785
- Total expenses
- $1,186,794
- Net increase / (decrease)
- $2,227,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,888 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $31,880 | $0 |
| Tristar Pension, Ltd | CONTRACT ADMIN | $11,307 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,236 | $0 |