Intuitive Health 401 (K) Plan — Form 5500 plan (Intuitive Health, 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, Intuitive Health 401 (K) Plan is a benefit plan reported by Intuitive Health, LLC under EIN 32-0545202 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $9,939,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intuitive Health, LLC
EIN
32-0545202
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
596
End-of-year plan assets
$9,939,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023596H, C20241010170430NAL0020585025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,939,396
Total liabilities (EOY)
$0
Net assets (EOY)
$9,939,396
Net assets (BOY)
$6,488,249

Income & contributions

Employer contributions
$800,441
Participant contributions
$1,450,150
Total contributions
$2,949,631
Total income / additions
$4,453,769

Expenses & distributions

Benefits paid
$917,709
Administrative expenses
$63,756
Total expenses
$1,002,622
Net increase / (decrease)
$3,451,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$44,028$02023
Ipi Wealth Management IncINVESTMENT ADVISOR$19,728not reported in the loaded dataset2023

Related Form 5500 pages