Eventus Wholehealth, Pllc — 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, Eventus Wholehealth, Pllc (EIN 82-5286393) is a plan sponsor located in Concord, NC 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
82-5286393
Location
Concord, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,099,475
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,099,475

Contributions & income

Employer contributions
$1,395,503
Participant contributions
$2,262,962
Total income / additions
$5,241,372

Expenses & distributions

Benefits paid / distributions
$1,141,519
Total expenses
$1,141,519
Net increase / (decrease)
$4,099,853

Coverage

Total reported participants
1,081
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

Eventus Wholehealth, Pllc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Eventus Wholehealth, Pllc Employees' Retirement Plan001799$12,099,4752023
Eventus Wholehealth, Pllc Health And Welfare Plan501282not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Eventus Wholehealth, Pllc
YearPlanParticipantsSchedulesFiling
2023Eventus Wholehealth, Pllc Health And Welfare Plan28220240614100330NAL0031954049001
2023Eventus Wholehealth, Pllc Employees' Retirement Plan799H, C20250917145619NAL0000789058001

Related Form 5500 pages