2023 Form 5500 filing — Eventus Wholehealth, Pllc Employees' Retirement 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 20250917145619NAL0000789058001) for Eventus Wholehealth, Pllc Employees' Retirement Plan, reported by Eventus Wholehealth, Pllc under EIN 82-5286393 and plan number 001. It reports 799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250917145619NAL0000789058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eventus Wholehealth, Pllc
- EIN
- 82-5286393
- Plan number
- 001
- Location
- Concord, NC
- Participants
- 799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,099,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,099,475
- Employer contributions
- $1,395,503
- Participant contributions
- $2,262,962
- Total income / additions
- $5,241,372
- Benefits paid
- $1,141,519
- Administrative expenses
- $0
- Total expenses
- $1,141,519
- Net increase / (decrease)
- $4,099,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, LLC | INVESTMENT ADVISOR | $29,018 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | OTHER | $6,994 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEPPER | $4,670 | $0 |
| Compensation Systems, Inc. | CONTRACT ADMIN | $0 | $4,582 |