2023 Form 5500 filing — Great Healthworks, Inc. 401(K) Retirement 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 20241015165030NAL0030401953001) for Great Healthworks, Inc. 401(K) Retirement Plan, reported by Great Healthworks, Inc. under EIN 68-0574987 and plan number 001. It reports 311 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)$13.5MReported net assets$13,517,726
Participants311
Provider compensation$59K3 Schedule C row(s)$59,020
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015165030NAL0030401953001
Plan sponsor
Great Healthworks, Inc.
EIN
68-0574987
Plan number
001
Location
Fort Lauderdale, FL
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)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$928.2K
Participant$1.2M
Full reported line items
Total assets (EOY)
$13,517,726
Total liabilities (EOY)
$0
Net assets (EOY)
$13,517,726
Employer contributions
$928,152
Participant contributions
$1,180,108
Total income / additions
$4,197,882
Benefits paid
$1,225,565
Administrative expenses
$59,019
Total expenses
$1,285,410
Net increase / (decrease)
$2,912,472
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $37.4K
  2. 2
    RECORDKEEPER · Direct $21.5K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $163

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015165030NAL0030401953001 cover?
It is the 2023 Form 5500 filing for Great Healthworks, Inc. 401(K) Retirement Plan, reported by Great Healthworks, Inc. (EIN 68-0574987).
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