2023 Form 5500 filing — Altais Health Solutions 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 20241015190050NAL0030697617001) for Altais Health Solutions 401(K) Plan, reported by Altais Health Solutions under EIN 92-0757200 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190050NAL0030697617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altais Health Solutions
- EIN
- 92-0757200
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,847,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,847,493
- Employer contributions
- $1,447,321
- Participant contributions
- $3,287,156
- Total income / additions
- $11,037,067
- Benefits paid
- $5,656,853
- Administrative expenses
- $116,254
- Total expenses
- $5,782,566
- Net increase / (decrease)
- $5,254,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $79,532 | $0 |
| Lincoln Financial Advisors Corp | BROKER/ADVISER | $0 | $38,300 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,722 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $17,000 | not reported in the loaded dataset |