2023 Form 5500 filing — Healthedge Software 401k 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 20241014131323NAL0044603136001) for Healthedge Software 401k Plan, reported by Healthedge Software, Inc under EIN 20-2006970 and plan number 001. It reports 1,240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131323NAL0044603136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthedge Software, Inc
- EIN
- 20-2006970
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 1,240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,938,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,938,829
- Employer contributions
- $4,945,551
- Participant contributions
- $13,950,266
- Total income / additions
- $36,039,826
- Benefits paid
- $8,460,698
- Administrative expenses
- $499,275
- Total expenses
- $8,968,490
- Net increase / (decrease)
- $27,071,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | BROKER / ADVISOR | $314,064 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $128,645 | $0 |
| Empower Advisory Griup, LLC | INVESTMENT MGMT | $46,182 | not reported in the loaded dataset |
| Stalker & Associates, Inc. | CONTRACT ADMIN | $17,705 | $10,000 |