2023 Form 5500 filing — Restore Hyper Wellness 401(K) Savings 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 20241014121316NAL0052190658001) for Restore Hyper Wellness 401(K) Savings Plan, reported by Restore Hyper Wellness under EIN 47-1952880 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,381,583
Participants372
Provider compensation$23.9K3 Schedule C row(s)$23,864
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014121316NAL0052190658001
Plan sponsor
Restore Hyper Wellness
EIN
47-1952880
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
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)$3.4M total assets
Net assets$3.4MLiabilities$2K
Money in vs. money out
Total income / additions$1.9M
Total expenses$564.9K
Benefits paid / distributions$541K
Contributions
Employer$315.1K
Participant$997.9K
Full reported line items
Total assets (EOY)
$3,383,536
Total liabilities (EOY)
$1,953
Net assets (EOY)
$3,381,583
Employer contributions
$315,094
Participant contributions
$997,929
Total income / additions
$1,937,868
Benefits paid
$541,009
Administrative expenses
$23,863
Total expenses
$564,872
Net increase / (decrease)
$1,372,996

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ameritas Life Insurance CorpNONE$15,482not reported in the loaded dataset
Fondren Oaks Capital ManagementNONE$7,780not reported in the loaded dataset
Charles Schwab BankNONE$602$0

Related Form 5500 pages