2023 Form 5500 filing — Pivotal Health Solutions, Inc. 401(K) Plan And Trust
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 20241230090220NAL0008614019001) for Pivotal Health Solutions, Inc. 401(K) Plan And Trust, reported by Pivotal Health Solutions, Inc. under EIN 20-8111757 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230090220NAL0008614019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pivotal Health Solutions, Inc.
- EIN
- 20-8111757
- Plan number
- 001
- Location
- Watertown, SD
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,826,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,826,564
- Employer contributions
- $277,996
- Participant contributions
- $393,163
- Total income / additions
- $1,457,142
- Benefits paid
- $209,824
- Administrative expenses
- $2,550
- Total expenses
- $212,374
- Net increase / (decrease)
- $1,244,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $9,132 | not reported in the loaded dataset |
| July Business Services | CONTRACT ADMIN | $2,100 | $1,472 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $850 | $0 |