2023 Form 5500 filing — Journey Health Foundation, Inc. 403(B) Thrift 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 20241011104609NAL0022601377001) for Journey Health Foundation, Inc. 403(B) Thrift Plan, reported by Journey Health Foundation, Inc. under EIN 58-1426458 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104609NAL0022601377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Journey Health Foundation, Inc.
- EIN
- 58-1426458
- Plan number
- 002
- Location
- Chattanooga, TN
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,888,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,888,907
- Employer contributions
- $17,083
- Participant contributions
- $38,037
- Total income / additions
- $1,447,873
- Benefits paid
- $2,512,706
- Administrative expenses
- $49,348
- Total expenses
- $2,562,054
- Net increase / (decrease)
- -$1,114,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $42,746 | $0 |
| Metropolitan Life | INSUANCE CARRIER | $0 | not reported in the loaded dataset |