2023 Form 5500 filing — Innovations Health Systems, LLC 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 20241014120953NAL0013255731001) for Innovations Health Systems, LLC 401(K) Plan, reported by Innovations Health Systems, LLC under EIN 45-5594841 and plan number 001. It reports 369 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)$8.8MReported net assets$8,805,963
Participants369
Provider compensation$23.3K2 Schedule C row(s)$23,328
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014120953NAL0013255731001
Plan sponsor
Innovations Health Systems, LLC
EIN
45-5594841
Plan number
001
Location
Saratoga, CA
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$240K
Benefits paid / distributions$196.1K
Contributions
Employer$52.5K
Participant$553K
Full reported line items
Total assets (EOY)
$8,805,963
Total liabilities (EOY)
$0
Net assets (EOY)
$8,805,963
Employer contributions
$52,540
Participant contributions
$552,987
Total income / additions
$1,967,667
Benefits paid
$196,105
Administrative expenses
$23,328
Total expenses
$240,010
Net increase / (decrease)
$1,727,657
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $22.4K
  2. 2
    RECORDKEEPER · Direct $919 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014120953NAL0013255731001 cover?
It is the 2023 Form 5500 filing for Innovations Health Systems, LLC 401(K) Plan, reported by Innovations Health Systems, LLC (EIN 45-5594841).
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