Azalea Health 401(K) Plan — Form 5500 plan (Azalea Health Innovations, 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, Azalea Health 401(K) Plan is a benefit plan reported by Azalea Health Innovations, Inc. under EIN 26-0874838 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $5,711,973 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Azalea Health Innovations, Inc.
EIN
26-0874838
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
307
End-of-year plan assets
$5,711,973

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20241008131521NAL0009696851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,711,973
Total liabilities (EOY)
$0
Net assets (EOY)
$5,711,973
Net assets (BOY)
$4,458,636

Income & contributions

Employer contributions
$443,981
Participant contributions
$903,113
Total contributions
$1,384,621
Total income / additions
$2,260,154

Expenses & distributions

Benefits paid
$1,003,417
Administrative expenses
$3,400
Total expenses
$1,006,817
Net increase / (decrease)
$1,253,337

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newsquare Capital, LLCSERVICE PROVIDER$0$12,6722023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$3,400$02023

Related Form 5500 pages