2023 Form 5500 filing — Assetmark Financial Holdings, Inc. Health And Welfare Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717162030NAL0004738097001) for Assetmark Financial Holdings, Inc. Health And Welfare Plan, reported by Assetmark Financial Holdings, Inc. under EIN 30-0774039 and plan number 501. It reports 977 participants. Attached schedule details are not reported in the loaded dataset.

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants977
Provider compensationNone reported
Schedules filedNoneLoaded schedules
EFAST2 acknowledgement
20240717162030NAL0004738097001
Plan sponsor
Assetmark Financial Holdings, Inc.
EIN
30-0774039
Plan number
501
Location
Concord, CA
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Related Form 5500 pages