Axia Women'S Health 401(K) Profit Sharing Plan — Form 5500 plan (Regional Women'S Health Group, LLC)
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, Axia Women'S Health 401(K) Profit Sharing Plan is a benefit plan reported by Regional Women'S Health Group, LLC under EIN 22-3693606 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,278 participants and $290,507,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regional Women'S Health Group, LLC
- EIN
- 22-3693606
- Plan number
- 002
- Plan type
- 2
- Location
- Voorhess, NJ
- Latest filing year
- 2023
- Participants
- 3,278
- End-of-year plan assets
- $290,507,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,278 | H, C | 20241008140038NAL0008432099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $290,507,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $290,507,728
- Net assets (BOY)
- $201,997,858
Income & contributions
- Employer contributions
- $13,122,314
- Participant contributions
- $13,780,996
- Total contributions
- $30,119,123
- Total income / additions
- $68,306,378
Expenses & distributions
- Benefits paid
- $27,175,477
- Administrative expenses
- $263,590
- Total expenses
- $27,448,952
- Net increase / (decrease)
- $40,857,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | ADVISOR | $113,997 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $111,983 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $37,684 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regional Women'S Health Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Voorhess, NJ
- Creative Planning LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation