Twin Oakes Health, 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, Twin Oakes Health, Inc. (EIN 88-3691481) is a plan sponsor located in Southport, NC 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
88-3691481
Location
Southport, NC
Loaded plans
1
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 Twin Oakes Health, Inc.

  • 1 loaded plans hold $387K in reported assets.
  • The largest, Twin Oakes Health, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$387KSummed across loaded plans$386,978
Total reported assets$387K$386,978
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$387K total assets
Net assets$387KLiabilities
Contributions & income
Total income / additions$240.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$25
Net increase / (decrease)$240.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Twin Oakes Health, Inc. 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Loaded plans1
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 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

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

  1. 2023
    Twin Oakes Health, Inc. 401(K) Profit Sharing Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Twin Oakes Health, Inc. report on Form 5500?
Twin Oakes Health, Inc. (EIN 88-3691481) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Twin Oakes Health, Inc.?
The Employer Identification Number (EIN) reported for Twin Oakes Health, Inc. is 88-3691481.
What is the latest Form 5500 filing year for Twin Oakes Health, Inc.?
The latest loaded Form 5500 filing year for Twin Oakes Health, Inc. is 2023.

Related Form 5500 pages