Volpara Health, Inc. 401(K) Plan — Form 5500 plan (Volpara 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, Volpara Health, Inc. 401(K) Plan is a benefit plan reported by Volpara Health, Inc. under EIN 91-1472678 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $12,606,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volpara Health, Inc.
EIN
91-1472678
Plan number
002
Plan type
2
Location
Lynnwood, WA
Latest filing year
2023
Participants
124
End-of-year plan assets
$12,606,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241014104743NAL0013156531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,606,985
Total liabilities (EOY)
$0
Net assets (EOY)
$12,606,985
Net assets (BOY)
$9,527,179

Income & contributions

Employer contributions
$432,742
Participant contributions
$1,007,437
Total contributions
$1,699,874
Total income / additions
$3,390,779

Expenses & distributions

Benefits paid
$254,202
Administrative expenses
$56,771
Total expenses
$310,973
Net increase / (decrease)
$3,079,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Monarch Wealth ManagementFINANCIAL ADVISOR$41,927not reported in the loaded dataset2023
Employee Fiduciary, LLCRECORD KEEPER$14,844$1782023

Related Form 5500 pages