2023 Form 5500 filing — Wheel Health 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 20241014220048NAL0046058912008) for Wheel Health 401(K) Plan, reported by Wheel Health Inc. under EIN 82-2819397 and plan number 001. It reports 260 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)$4.1MReported net assets$4,067,169
Participants260
Provider compensation$6.3K1 Schedule C row(s)$6,262
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014220048NAL0046058912008
Plan sponsor
Wheel Health Inc.
EIN
82-2819397
Plan number
001
Location
Austin, TX
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$263.5K
Participant$1.5M
Full reported line items
Total assets (EOY)
$4,067,169
Total liabilities (EOY)
$0
Net assets (EOY)
$4,067,169
Employer contributions
$263,511
Participant contributions
$1,502,493
Total income / additions
$2,485,270
Benefits paid
$1,635,691
Administrative expenses
$6,262
Total expenses
$1,648,955
Net increase / (decrease)
$836,315
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014220048NAL0046058912008 cover?
It is the 2023 Form 5500 filing for Wheel Health 401(K) Plan, reported by Wheel Health Inc. (EIN 82-2819397).
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