Healthedge Software 401k Plan — Form 5500 plan (Healthedge Software, Inc)

Plain-English plan 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, Healthedge Software 401k Plan is a benefit plan reported by Healthedge Software, Inc under EIN 20-2006970 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,240 participants and $94,938,829 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthedge Software, Inc
EIN
20-2006970
Plan number
001
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
1,240
End-of-year plan assets
$94,938,829

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,240H, C20241014131323NAL0044603136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,938,829
Total liabilities (EOY)
$0
Net assets (EOY)
$94,938,829
Net assets (BOY)
$67,867,493

Income & contributions

Employer contributions
$4,945,551
Participant contributions
$13,950,266
Total contributions
$21,551,428
Total income / additions
$36,039,826

Expenses & distributions

Benefits paid
$8,460,698
Administrative expenses
$499,275
Total expenses
$8,968,490
Net increase / (decrease)
$27,071,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Janney Montgomery Scott LLCBROKER / ADVISOR$314,064not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORD KEEPER$128,645$02023
Empower Advisory Griup, LLCINVESTMENT MGMT$46,182not reported in the loaded dataset2023
Stalker & Associates, Inc.CONTRACT ADMIN$17,705$10,0002023

Related Form 5500 pages