Healthtronics Group, Lp 401(K) Plan — Form 5500 plan (Healthtronics Group, Lp)

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, Healthtronics Group, Lp 401(K) Plan is a benefit plan reported by Healthtronics Group, Lp under EIN 74-2757440 and plan number 001. The latest loaded filing year is 2023. The filing reports 699 participants and $48,213,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthtronics Group, Lp
EIN
74-2757440
Plan number
001
Plan type
2
Location
Round Rock, TX
Latest filing year
2023
Participants
699
End-of-year plan assets
$48,213,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023699H, C20240801110551NAL0023617105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,213,890
Total liabilities (EOY)
$0
Net assets (EOY)
$48,213,890
Net assets (BOY)
$48,521,267

Income & contributions

Employer contributions
$1,014,800
Participant contributions
$2,170,307
Total contributions
$3,642,362
Total income / additions
$10,755,520

Expenses & distributions

Benefits paid
$10,943,300
Administrative expenses
$119,597
Total expenses
$11,062,897
Net increase / (decrease)
-$307,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$119,597$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$51,7872023

Related Form 5500 pages