Omh Healthedge Holdings, Inc. 401(K) Plan — Form 5500 plan (Omh Healthedge Holdings, 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, Omh Healthedge Holdings, Inc. 401(K) Plan is a benefit plan reported by Omh Healthedge Holdings, Inc. under EIN 20-5803714 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,703 participants and $31,146,667 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omh Healthedge Holdings, Inc.
EIN
20-5803714
Plan number
001
Plan type
2
Location
Boca Raton, FL
Latest filing year
2023
Participants
1,703
End-of-year plan assets
$31,146,667

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,703H, C20241013205823NAL0026232225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,146,667
Total liabilities (EOY)
$0
Net assets (EOY)
$31,146,667
Net assets (BOY)
$19,178,551

Income & contributions

Employer contributions
$297,354
Participant contributions
$4,388,687
Total contributions
$4,963,579
Total income / additions
$9,174,096

Expenses & distributions

Benefits paid
$4,385,122
Administrative expenses
$198,943
Total expenses
$4,584,065
Net increase / (decrease)
$4,590,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$135,728$02023
Edward JonesINVESTMENT ADVISOR$49,315not reported in the loaded dataset2023
Armanino Mckenna LlpOTHER$13,900not reported in the loaded dataset2023

Related Form 5500 pages