2023 Form 5500 filing — Sound Health 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 20241010121652NAL0020049297001) for Sound Health 401(K) Plan, reported by Sound Health Services, P.C. under EIN 32-0040235 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121652NAL0020049297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sound Health Services, P.C.
- EIN
- 32-0040235
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,640,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,640,803
- Employer contributions
- $886,838
- Participant contributions
- $712,056
- Total income / additions
- $6,551,884
- Benefits paid
- $1,438,976
- Administrative expenses
- $19,631
- Total expenses
- $1,462,603
- Net increase / (decrease)
- $5,089,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Plus | THIRD PARTY ADMINISTRATO | $3,250 | $10,000 |
| Alerus Financial | RECORDKEEPER | $7,631 | not reported in the loaded dataset |