2023 Form 5500 filing — Centauri 401(K) Savings Plan & Trust

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 20241014111854NAL0026022193001) for Centauri 401(K) Savings Plan & Trust, reported by Centauri Heath Solutions, Inc. under EIN 61-1765637 and plan number 001. It reports 1,488 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)$38MReported net assets$37,992,041
Participants1.5K1,488
Provider compensation$219.9K3 Schedule C row(s)$219,858
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014111854NAL0026022193001
Plan sponsor
Centauri Heath Solutions, Inc.
EIN
61-1765637
Plan number
001
Location
Phoenix, AZ
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)$38M total assets
Net assets$38MLiabilities$33.1K
Money in vs. money out
Total income / additions$10.9M
Total expenses$3.7M
Benefits paid / distributions$3.5M
Contributions
Employer$820.2K
Participant$4.5M
Full reported line items
Total assets (EOY)
$38,025,115
Total liabilities (EOY)
$33,074
Net assets (EOY)
$37,992,041
Employer contributions
$820,157
Participant contributions
$4,496,293
Total income / additions
$10,906,281
Benefits paid
$3,450,912
Administrative expenses
$219,858
Total expenses
$3,739,067
Net increase / (decrease)
$7,167,214
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $150K · Indirect $0
  2. 2
    ADVISOR · Direct $57.5K
  3. 3
    TRUSTEE · Direct $12.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014111854NAL0026022193001 cover?
It is the 2023 Form 5500 filing for Centauri 401(K) Savings Plan & Trust, reported by Centauri Heath Solutions, Inc. (EIN 61-1765637).
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