2023 Form 5500 filing — Iha Occupational Health Services 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 20240919111524NAL0005863345001) for Iha Occupational Health Services Retirement Plan, reported by Inomedic Health Applications, Inc. under EIN 54-1720628 and plan number 018. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919111524NAL0005863345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inomedic Health Applications, Inc.
- EIN
- 54-1720628
- Plan number
- 018
- Location
- Hampton, VA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,289,589
- Total liabilities (EOY)
- $37,234
- Net assets (EOY)
- $14,252,355
- Employer contributions
- $224,505
- Total income / additions
- $2,226,407
- Benefits paid
- $1,229,227
- Administrative expenses
- $74,327
- Total expenses
- $1,303,554
- Net increase / (decrease)
- $922,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Wealth Strategies | NONE | $67,719 | not reported in the loaded dataset |
| Matrix Financial Solutions | NONE | $6,608 | not reported in the loaded dataset |