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, Twelvestone Health Partners, Inc. 401(K) Plan is a benefit plan reported by Twelvestone Health Partners, Inc. under EIN 62-1789941 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $8,433,556 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,433,556
- Total liabilities (EOY)
- $18,200
- Net assets (EOY)
- $8,415,356
- Net assets (BOY)
- $6,214,847
Income & contributions
- Employer contributions
- $138,408
- Participant contributions
- $790,444
- Total contributions
- $1,047,792
- Total income / additions
- $2,360,829
Expenses & distributions
- Benefits paid
- $157,910
- Administrative expenses
- $2,410
- Total expenses
- $160,320
- Net increase / (decrease)
- $2,200,509