Twelvestone Health Partners, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Twelvestone Health Partners, Inc. (EIN 62-1789941) is a plan sponsor located in Murfreesboro, TN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-1789941
Location
Murfreesboro, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,433,556
Total reported liabilities (EOY)
$18,200
Total reported net assets (EOY)
$8,415,356

Contributions & income

Employer contributions
$138,408
Participant contributions
$790,444
Total income / additions
$2,360,829

Expenses & distributions

Benefits paid / distributions
$157,910
Total expenses
$160,320
Net increase / (decrease)
$2,200,509

Coverage

Total reported participants
427
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Twelvestone Health Partners, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Twelvestone Health Partners, Inc. 401(K) Plan001211$8,433,5562023
Twelvestone Health Partners Employee Benefits Plan501216not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Twelvestone Health Partners, Inc.
YearPlanParticipantsSchedulesFiling
2023Twelvestone Health Partners Employee Benefits Plan21620240620141002NAL0000942691001
2023Twelvestone Health Partners, Inc. 401(K) Plan211H, C20240930160410NAL0005936065001

Related Form 5500 pages