2023 Form 5500 filing — Soleo Health Holdings, 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 20241011102247NAL0022562737001) for Soleo Health Holdings, Inc. 401(K) Plan, reported by Soleo Health Holdings, Inc. under EIN 11-2962027 and plan number 001. It reports 1,100 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102247NAL0022562737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Soleo Health Holdings, Inc.
- EIN
- 11-2962027
- Plan number
- 001
- Location
- Frisco, TX
- Participants
- 1,100
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,311,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,311,130
- Employer contributions
- $1,926,388
- Participant contributions
- $5,615,074
- Total income / additions
- $12,424,016
- Benefits paid
- $2,328,066
- Administrative expenses
- $140,456
- Total expenses
- $2,477,877
- Net increase / (decrease)
- $9,946,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $77,309 | $0 |
| Summit Group Retirement Planners | ADVISOR | $45,919 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $15,725 | not reported in the loaded dataset |