2023 Form 5500 filing — Twelvestone Health Partners, Inc. 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 20240930160410NAL0005936065001) for Twelvestone Health Partners, Inc. 401(K) Plan, reported by Twelvestone Health Partners, Inc. under EIN 62-1789941 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160410NAL0005936065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Twelvestone Health Partners, Inc.
- EIN
- 62-1789941
- Plan number
- 001
- Location
- Murfreesboro, TN
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,433,556
- Total liabilities (EOY)
- $18,200
- Net assets (EOY)
- $8,415,356
- Employer contributions
- $138,408
- Participant contributions
- $790,444
- Total income / additions
- $2,360,829
- Benefits paid
- $157,910
- Administrative expenses
- $2,410
- Total expenses
- $160,320
- Net increase / (decrease)
- $2,200,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,120 | $30,642 |
| Centera Investment Advisors | NONE | $0 | $14,492 |