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, Relevate Health Management, LLC. 401(K) Profit Sharing Plan is a benefit plan reported by Relevate Health Management, LLC. under EIN 87-2676505 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $18,439,409 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,439,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,439,409
- Net assets (BOY)
- $15,928,643
Income & contributions
- Employer contributions
- $617,972
- Participant contributions
- $1,776,517
- Total contributions
- $2,538,548
- Total income / additions
- $5,154,268
Expenses & distributions
- Benefits paid
- $2,540,006
- Administrative expenses
- $103,496
- Total expenses
- $2,643,502
- Net increase / (decrease)
- $2,510,766