2023 Form 5500 filing — Hazel Health, 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 20241010123113NAL0011460563001) for Hazel Health, Inc. 401(K) Plan, reported by Hazel Health, Inc. under EIN 47-5250409 and plan number 001. It reports 181 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)$6.7MReported net assets$6,733,596
Participants181
Provider compensation$18.4K1 Schedule C row(s)$18,448
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010123113NAL0011460563001
Plan sponsor
Hazel Health, Inc.
EIN
47-5250409
Plan number
001
Location
Irving, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$164.6K
Benefits paid / distributions$146K
Contributions
Employer$741.9K
Participant$1.6M
Full reported line items
Total assets (EOY)
$6,733,596
Total liabilities (EOY)
$0
Net assets (EOY)
$6,733,596
Employer contributions
$741,916
Participant contributions
$1,593,957
Total income / additions
$3,949,834
Benefits paid
$146,045
Administrative expenses
$18,554
Total expenses
$164,599
Net increase / (decrease)
$3,785,235
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $18.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010123113NAL0011460563001 cover?
It is the 2023 Form 5500 filing for Hazel Health, Inc. 401(K) Plan, reported by Hazel Health, Inc. (EIN 47-5250409).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages