Health Information Associates, Inc. 401(K) Plan — Form 5500 plan (Health Information Associates, 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, Health Information Associates, Inc. 401(K) Plan is a benefit plan reported by Health Information Associates, Inc. under EIN 56-1792988 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $21,125,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Information Associates, Inc.
EIN
56-1792988
Plan number
001
Plan type
2
Location
Pawleys Island, SC
Latest filing year
2023
Participants
162
End-of-year plan assets
$21,125,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240731151952NAL0012818403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,125,436
Total liabilities (EOY)
$0
Net assets (EOY)
$21,125,436
Net assets (BOY)
$16,941,932

Income & contributions

Employer contributions
$528,752
Participant contributions
$1,150,277
Total contributions
$2,137,194
Total income / additions
$5,227,389

Expenses & distributions

Benefits paid
$1,007,992
Administrative expenses
$35,893
Total expenses
$1,043,885
Net increase / (decrease)
$4,183,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$35,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$893$02023

Related Form 5500 pages