2023 Form 5500 filing — Evidation 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 20240829145958NAL0021845840001) for Evidation Health 401(K) Plan, reported by Evidation Health, Inc. Dba The Activity Exchange under EIN 45-4887421 and plan number 001. It reports 343 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)$18.8MReported net assets$18,775,788
Participants343
Provider compensation$28K2 Schedule C row(s)$27,954
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240829145958NAL0021845840001
Plan sponsor
Evidation Health, Inc. Dba The Activity Exchange
EIN
45-4887421
Plan number
001
Location
San Mateo, CA
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)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$6.8M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$185.1K
Participant$3.1M
Full reported line items
Total assets (EOY)
$18,775,788
Total liabilities (EOY)
$0
Net assets (EOY)
$18,775,788
Employer contributions
$185,128
Participant contributions
$3,080,509
Total income / additions
$6,751,667
Benefits paid
$1,742,031
Administrative expenses
$27,954
Total expenses
$1,774,299
Net increase / (decrease)
$4,977,368
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $14.7K
  2. 2
    RECORDKEEPER · Direct $13.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829145958NAL0021845840001 cover?
It is the 2023 Form 5500 filing for Evidation Health 401(K) Plan, reported by Evidation Health, Inc. Dba The Activity Exchange (EIN 45-4887421).
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