2023 Form 5500 filing — Axia Women'S Health 401(K) Profit Sharing 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 20241008140038NAL0008432099001) for Axia Women'S Health 401(K) Profit Sharing Plan, reported by Regional Women'S Health Group, LLC under EIN 22-3693606 and plan number 002. It reports 3,278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008140038NAL0008432099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Women'S Health Group, LLC
- EIN
- 22-3693606
- Plan number
- 002
- Location
- Voorhess, NJ
- Participants
- 3,278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $290,507,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $290,507,728
- Employer contributions
- $13,122,314
- Participant contributions
- $13,780,996
- Total income / additions
- $68,306,378
- Benefits paid
- $27,175,477
- Administrative expenses
- $263,590
- Total expenses
- $27,448,952
- Net increase / (decrease)
- $40,857,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | ADVISOR | $113,997 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $111,983 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $37,684 | not reported in the loaded dataset |