Plan5500

Sound Health 401(K) Plan — Form 5500 plan (Sound Health Services, P.C.)

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, Sound Health 401(K) Plan is a benefit plan reported by Sound Health Services, P.C. under EIN 32-0040235 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $34,640,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sound Health Services, P.C.
EIN
32-0040235
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
154
End-of-year plan assets
$34,640,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241010121652NAL0020049297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,640,803
Total liabilities (EOY)
$0
Net assets (EOY)
$34,640,803
Net assets (BOY)
$29,551,522

Income & contributions

Employer contributions
$886,838
Participant contributions
$712,056
Total contributions
$1,738,950
Total income / additions
$6,551,884

Expenses & distributions

Benefits paid
$1,438,976
Administrative expenses
$19,631
Total expenses
$1,462,603
Net increase / (decrease)
$5,089,281

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans PlusTHIRD PARTY ADMINISTRATO$3,250$10,0002023
Alerus FinancialRECORDKEEPER$7,631not reported in the loaded dataset2023

Related Form 5500 pages