Streamline Health, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Streamline Health, 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, Streamline Health, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Streamline Health, Inc. under EIN 87-1483022 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $17,675,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Streamline Health, Inc.
EIN
87-1483022
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
245
End-of-year plan assets
$17,675,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20241002054220NAL0008346529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,675,625
Total liabilities (EOY)
$0
Net assets (EOY)
$17,675,625
Net assets (BOY)
$15,427,421

Income & contributions

Employer contributions
$264,069
Participant contributions
$1,006,110
Total contributions
$1,467,273
Total income / additions
$3,990,016

Expenses & distributions

Benefits paid
$1,700,155
Administrative expenses
$38,402
Total expenses
$1,741,812
Net increase / (decrease)
$2,248,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Investment ServINVESTMENT/FINANCIAL ADVI$32,493$02023
Adp, Inc.RECORD KEEPER$5,908$02023

Related Form 5500 pages