Altais Health Solutions 401(K) Plan — Form 5500 plan (Altais Health Solutions)
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, Altais Health Solutions 401(K) Plan is a benefit plan reported by Altais Health Solutions under EIN 92-0757200 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $36,847,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altais Health Solutions
- EIN
- 92-0757200
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $36,847,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241015190050NAL0030697617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,847,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,847,493
- Net assets (BOY)
- $31,592,992
Income & contributions
- Employer contributions
- $1,447,321
- Participant contributions
- $3,287,156
- Total contributions
- $5,219,988
- Total income / additions
- $11,037,067
Expenses & distributions
- Benefits paid
- $5,656,853
- Administrative expenses
- $116,254
- Total expenses
- $5,782,566
- Net increase / (decrease)
- $5,254,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $79,532 | $0 | 2023 |
| Lincoln Financial Advisors Corp | BROKER/ADVISER | $0 | $38,300 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,722 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $17,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altais Health Solutions
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lincoln Financial Advisors Corp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation