2023 Form 5500 filing — Scio Health Analytics 401(K) Savings 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 20240930132510NAL0009455568001) for Scio Health Analytics 401(K) Savings Plan, reported by Scioinspire, Corp. Dba Scio Health Analytics under EIN 26-0185383 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930132510NAL0009455568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scioinspire, Corp. Dba Scio Health Analytics
- EIN
- 26-0185383
- Plan number
- 001
- Location
- Jersey City, NJ
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,711,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,711,514
- Employer contributions
- $414,734
- Participant contributions
- $1,464,261
- Total income / additions
- $5,152,333
- Benefits paid
- $1,995,143
- Administrative expenses
- $16,529
- Total expenses
- $2,015,497
- Net increase / (decrease)
- $3,136,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank, Na | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset |
| Wipfli Llp | ACCOUNTANT/AUDITOR | $14,724 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$35,695 | $0 |