Revhealth 401(K) Plan — Form 5500 plan (Revhealth)
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, Revhealth 401(K) Plan is a benefit plan reported by Revhealth under EIN 20-3440002 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $16,629,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Revhealth
- EIN
- 20-3440002
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $16,629,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240926104450NAL0000347203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,629,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,629,011
- Net assets (BOY)
- $13,742,156
Income & contributions
- Employer contributions
- $784,882
- Participant contributions
- $2,027,469
- Total contributions
- $2,893,005
- Total income / additions
- $5,642,436
Expenses & distributions
- Benefits paid
- $2,704,379
- Administrative expenses
- $51,202
- Total expenses
- $2,755,581
- Net increase / (decrease)
- $2,886,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steward Partners Investment | ADVISOR | $27,738 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,007 | $0 | 2023 |
| Onedigital Investment Advisors LLC | ADVISOR | $10,456 | not reported in the loaded dataset | 2023 |