2023 Form 5500 filing — Passiohr, Inc. Retirement 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 20241014165153NAL0026760689001) for Passiohr, Inc. Retirement Savings Plan, reported by Passiohr, Inc. under EIN 87-1469874 and plan number 001. It reports 277 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)$8.4MReported net assets$8,390,924
Participants277
Provider compensation$83.6K3 Schedule C row(s)$83,616
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014165153NAL0026760689001
Plan sponsor
Passiohr, Inc.
EIN
87-1469874
Plan number
001
Location
Englewood, CO
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)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.4M
Benefits paid / distributions$1.2M
Contributions
Employer$739.8K
Participant$1.1M
Full reported line items
Total assets (EOY)
$8,390,924
Total liabilities (EOY)
$0
Net assets (EOY)
$8,390,924
Employer contributions
$739,786
Participant contributions
$1,145,269
Total income / additions
$2,964,038
Benefits paid
$1,247,734
Administrative expenses
$83,618
Total expenses
$1,359,101
Net increase / (decrease)
$1,604,937
Schedule C

Reported service provider compensation

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

  1. 1
    TPA · Direct $56.8K
  2. 2
    MGMT FEE · Direct $13.6K
  3. 3
    PLAN ADMINISTRATOR · Direct $13.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014165153NAL0026760689001 cover?
It is the 2023 Form 5500 filing for Passiohr, Inc. Retirement Savings Plan, reported by Passiohr, Inc. (EIN 87-1469874).
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