Eventus Wholehealth, Pllc Employees' Retirement Plan — Form 5500 plan (Eventus Wholehealth, Pllc)
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, Eventus Wholehealth, Pllc Employees' Retirement Plan is a benefit plan reported by Eventus Wholehealth, Pllc under EIN 82-5286393 and plan number 001. The latest loaded filing year is 2023. The filing reports 799 participants and $12,099,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eventus Wholehealth, Pllc
- EIN
- 82-5286393
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, NC
- Latest filing year
- 2023
- Participants
- 799
- End-of-year plan assets
- $12,099,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 799 | H, C | 20250917145619NAL0000789058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,099,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,099,475
- Net assets (BOY)
- $7,999,622
Income & contributions
- Employer contributions
- $1,395,503
- Participant contributions
- $2,262,962
- Total contributions
- $3,794,795
- Total income / additions
- $5,241,372
Expenses & distributions
- Benefits paid
- $1,141,519
- Administrative expenses
- $0
- Total expenses
- $1,141,519
- Net increase / (decrease)
- $4,099,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | INVESTMENT ADVISOR | $29,018 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | OTHER | $6,994 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEPPER | $4,670 | $0 | 2023 |
| Compensation Systems, Inc. | CONTRACT ADMIN | $0 | $4,582 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eventus Wholehealth, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Concord, NC
- Creative Planning, LLC — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Compensation Systems, Inc. — Schedule C compensation