Pivotal Health Solutions, Inc. 401(K) Plan And Trust — Form 5500 plan (Pivotal Health Solutions, 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, Pivotal Health Solutions, Inc. 401(K) Plan And Trust is a benefit plan reported by Pivotal Health Solutions, Inc. under EIN 20-8111757 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $3,826,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pivotal Health Solutions, Inc.
- EIN
- 20-8111757
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, SD
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $3,826,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241230090220NAL0008614019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,826,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,826,564
- Net assets (BOY)
- $2,581,796
Income & contributions
- Employer contributions
- $277,996
- Participant contributions
- $393,163
- Total contributions
- $916,378
- Total income / additions
- $1,457,142
Expenses & distributions
- Benefits paid
- $209,824
- Administrative expenses
- $2,550
- Total expenses
- $212,374
- Net increase / (decrease)
- $1,244,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $9,132 | not reported in the loaded dataset | 2023 |
| July Business Services | CONTRACT ADMIN | $2,100 | $1,472 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $850 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pivotal Health Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Watertown, SD
- Edward D Jones & Co Lp — Schedule C compensation
- July Business Services — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation