2023 Form 5500 filing — Wellspace Health 401(K) 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 20241015211520NAL0030933569001) for Wellspace Health 401(K) Retirement Savings Plan, reported by Wellspace Health under EIN 94-1713704 and plan number 002. It reports 1,070 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)$20.2MReported net assets$20,235,576
Participants1.1K1,070
Provider compensation$68.9K4 Schedule C row(s)$68,861
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015211520NAL0030933569001
Plan sponsor
Wellspace Health
EIN
94-1713704
Plan number
002
Location
Sacramento, CA
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)$20.2M total assets
Net assets$20.2MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$803.8K
Participant$3.3M
Full reported line items
Total assets (EOY)
$20,235,576
Total liabilities (EOY)
$0
Net assets (EOY)
$20,235,576
Employer contributions
$803,809
Participant contributions
$3,260,675
Total income / additions
$7,064,948
Benefits paid
$1,471,077
Administrative expenses
$69,861
Total expenses
$1,593,691
Net increase / (decrease)
$5,471,257
Schedule C

Reported service provider compensation

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

  1. 1
    CONSULTANT · Direct $40K · Indirect $0
  2. 2
    Adp, Inc.$17.4K
    RECORD KEEPER · Direct $17.4K · Indirect $0
  3. 3
    ACCOUNTANT · Direct $11.4K · Indirect $0
  4. 4
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015211520NAL0030933569001 cover?
It is the 2023 Form 5500 filing for Wellspace Health 401(K) Retirement Savings Plan, reported by Wellspace Health (EIN 94-1713704).
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