2023 Form 5500 filing — Shearwater Health 401(K) 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 20240801125124NAL0049544994001) for Shearwater Health 401(K) Plan, reported by Shearwater Health under EIN 46-1581578 and plan number 002. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,450,329
Participants387
Provider compensation$24K3 Schedule C row(s)$24,045
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240801125124NAL0049544994001
Plan sponsor
Shearwater Health
EIN
46-1581578
Plan number
002
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$661.9K
Benefits paid / distributions$600.7K
Contributions
Employer$851.5K
Participant$2.4M
Full reported line items
Total assets (EOY)
$6,450,329
Total liabilities (EOY)
$0
Net assets (EOY)
$6,450,329
Employer contributions
$851,521
Participant contributions
$2,376,399
Total income / additions
$4,118,245
Benefits paid
$600,746
Administrative expenses
$61,114
Total expenses
$661,860
Net increase / (decrease)
$3,456,385
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    REGISTERED INVEST ADVISOR · Direct $20.9K
  2. 2
    RECORDKEEPER · Direct $3.1K
  3. 3
    RECORDKEEPER · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801125124NAL0049544994001 cover?
It is the 2023 Form 5500 filing for Shearwater Health 401(K) Plan, reported by Shearwater Health (EIN 46-1581578).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages