2023 Form 5500 filing — Revhealth 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 20240926104450NAL0000347203001) for Revhealth 401(K) Plan, reported by Revhealth under EIN 20-3440002 and plan number 001. It reports 252 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)$16.6MReported net assets$16,629,011
Participants252
Provider compensation$51.2K3 Schedule C row(s)$51,201
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926104450NAL0000347203001
- Plan sponsor
- Revhealth
- EIN
- 20-3440002
- Plan number
- 001
- Location
- Morristown, NJ
- Received date
- not reported in the loaded dataset
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)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,629,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,629,011
- Employer contributions
- $784,882
- Participant contributions
- $2,027,469
- Total income / additions
- $5,642,436
- Benefits paid
- $2,704,379
- Administrative expenses
- $51,202
- Total expenses
- $2,755,581
- Net increase / (decrease)
- $2,886,855
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steward Partners Investment | ADVISOR | $27,738 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,007 | $0 |
| Onedigital Investment Advisors LLC | ADVISOR | $10,456 | not reported in the loaded dataset |