Actionaids, Inc. Employee Benefit Plan — Form 5500 plan (Actionaids, Inc. Dba Action Wellness)

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, Actionaids, Inc. Employee Benefit Plan is a benefit plan reported by Actionaids, Inc. Dba Action Wellness under EIN 23-2446355 and plan number 501. The latest loaded filing year is 2023. The filing reports 100 participants and $279,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Actionaids, Inc. Dba Action Wellness
EIN
23-2446355
Plan number
501
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
100
End-of-year plan assets
$279,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100I, C20240731084407NAL0021954593001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$279,587
Total liabilities (EOY)
$345,901
Net assets (EOY)
-$66,314
Net assets (BOY)
-$53,127

Income & contributions

Employer contributions
$1,142,132
Participant contributions
$156,358
Total income / additions
$1,301,873

Expenses & distributions

Benefits paid
$826,166
Administrative expenses
$20,020
Total expenses
$1,315,060
Net increase / (decrease)
-$13,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Exude, Inc)BROKER$41,400not reported in the loaded dataset2023
Independence AdminstratorsADMIN$20,020not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$16,048not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$4,534not reported in the loaded dataset2023

Related Form 5500 pages