2023 Form 5500 filing — Bardavon Health Innovations Inc. 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 20241014142321NAL0015093251001) for Bardavon Health Innovations Inc. 401(K) Plan, reported by Bardavon Health Innovations Inc. under EIN 27-0313357 and plan number 001. It reports 323 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)$7.9MReported net assets$7,853,598
Participants323
Provider compensation$74K2 Schedule C row(s)$73,951
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014142321NAL0015093251001
Plan sponsor
Bardavon Health Innovations Inc.
EIN
27-0313357
Plan number
001
Location
Overland Park, KS
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)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$612.6K
Participant$1.2M
Full reported line items
Total assets (EOY)
$7,853,598
Total liabilities (EOY)
$0
Net assets (EOY)
$7,853,598
Employer contributions
$612,595
Participant contributions
$1,244,155
Total income / additions
$3,229,791
Benefits paid
$2,027,536
Administrative expenses
$80,671
Total expenses
$2,108,207
Net increase / (decrease)
$1,121,584
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $54.3K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $19.6K · Indirect $21

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014142321NAL0015093251001 cover?
It is the 2023 Form 5500 filing for Bardavon Health Innovations Inc. 401(K) Plan, reported by Bardavon Health Innovations Inc. (EIN 27-0313357).
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