2023 Form 5500 filing — Changepoint Retirement 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 20240827153528NAL0011102385001) for Changepoint Retirement Plan, reported by Changepoint Integrated Health under EIN 86-0215065 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827153528NAL0011102385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Changepoint Integrated Health
- EIN
- 86-0215065
- Plan number
- 001
- Location
- Show Low, AZ
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,254,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,254,435
- Employer contributions
- $231,223
- Participant contributions
- $321,382
- Total income / additions
- $1,312,723
- Benefits paid
- $662,771
- Administrative expenses
- $5,636
- Total expenses
- $668,407
- Net increase / (decrease)
- $644,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | BUNDLED RECORDKEEPER | $5,636 | $0 |