Solutionreach, 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, Solutionreach, Inc (EIN 87-0649593) is a plan sponsor located in Lehi, UT with 1 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
87-0649593
Location
Lehi, UT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Solutionreach, Inc

  • 2 loaded plans hold $15M in reported assets.
  • The largest, Solutionreach 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 672 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.9MSummed across loaded plans$14,947,600
Total reported assets$15M$14,963,567
Total reported participants672
Total reported liabilities$16K$15,967

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$14.9MLiabilities$16K
Contributions & income
Employer contributions$442.4K
Participant contributions$1.2M
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.8M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Solutionreach 401(K) Plan
Participants per plan336Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 430 participants · 2023
  2. 2
    Solutionreach, Inc Cafeteria Benefit Plannot reported in the loaded dataset
    Plan #501 · 242 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Solutionreach, Inc. Open one for its full reported snapshot.

  1. 2023
    Solutionreach, Inc Cafeteria Benefit Plan242 participants · 2No schedules
    View filing →
  2. 2023
    Solutionreach 401(K) Plan430 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Solutionreach, Inc report on Form 5500?
Solutionreach, Inc (EIN 87-0649593) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Solutionreach, Inc?
The Employer Identification Number (EIN) reported for Solutionreach, Inc is 87-0649593.
What is the latest Form 5500 filing year for Solutionreach, Inc?
The latest loaded Form 5500 filing year for Solutionreach, Inc is 2023.

Related Form 5500 pages