Emanate Health Mso 401(K) Plan — Form 5500 plan (Emanate Health Mso)
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, Emanate Health Mso 401(K) Plan is a benefit plan reported by Emanate Health Mso under EIN 81-2647150 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $14,628,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emanate Health Mso
- EIN
- 81-2647150
- Plan number
- 001
- Plan type
- 2
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $14,628,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20250829150416NAL0006296659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,628,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,628,089
- Net assets (BOY)
- $14,475,002
Income & contributions
- Employer contributions
- $18,127
- Participant contributions
- $33,396
- Total contributions
- $51,523
- Total income / additions
- $1,605,418
Expenses & distributions
- Benefits paid
- $1,394,762
- Administrative expenses
- $46,582
- Total expenses
- $1,452,331
- Net increase / (decrease)
- $153,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,371 | $0 | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $18,211 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | SERVICE PROVIDER | $10,000 | not reported in the loaded dataset | 2023 |