2023 Form 5500 filing — Retirement Plan For Employees Of Kintegra Health
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 20241014120210NAL0027218689002) for Retirement Plan For Employees Of Kintegra Health, reported by Gaston Family Health Services, Inc. D.B.A. Kintegra Health under EIN 58-1958398 and plan number 002. It reports 1,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120210NAL0027218689002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gaston Family Health Services, Inc. D.B.A. Kintegra Health
- EIN
- 58-1958398
- Plan number
- 002
- Location
- Gastonia, NC
- Participants
- 1,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,420,607
- Net assets (EOY)
- $43,420,607
- Employer contributions
- $3,243,601
- Participant contributions
- $2,572,997
- Total income / additions
- $12,481,328
- Benefits paid
- $2,606,642
- Administrative expenses
- $136,721
- Total expenses
- $2,743,423
- Net increase / (decrease)
- $9,737,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $85,313 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISOR | $51,408 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |