2023 Form 5500 filing — Abound Health Holding, LLC 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 20241016092407NAL0052795552001) for Abound Health Holding, LLC 401(K) Plan, reported by Abound Health Holding, LLC under EIN 85-3192415 and plan number 001. It reports 2,050 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)$5.8MReported net assets$5,812,412

Participants2K2,050

Provider compensation$28.5K4 Schedule C row(s)$28,533

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016092407NAL0052795552001
Plan sponsor: Abound Health Holding, LLC
EIN: 85-3192415
Plan number: 001
Location: Charlotte, NC
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)$5.8M total assets

Net assets$5.8MLiabilities$0

Money in vs. money out

Total income / additions$1.9M

Total expenses$563.5K

Benefits paid / distributions$507K

Contributions

Employer$411.1K

Participant$668.9K

Full reported line items

Total assets (EOY): $5,812,412
Total liabilities (EOY): $0
Net assets (EOY): $5,812,412
Employer contributions: $411,128
Participant contributions: $668,871
Total income / additions: $1,939,049
Benefits paid: $506,974
Administrative expenses: $49,711
Total expenses: $563,499
Net increase / (decrease): $1,375,550

Schedule C

Reported service provider compensation

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

1
Gallagher Fiduciary Advisors$13.2K
REGISTERED INVESTMENT AD · Direct $13.2K
2
Aspire Private Capital$11.9K
INVESTMENT ADVISORY · Direct $11.9K
3
John Hancock Life Insurance Company$2.4K
SERVICES PROVIDED · Direct $0 · Indirect $2.4K
4
Wilshire Associates Inc(Usa)$1K
INVESTMENT ADVISOR · Direct $1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016092407NAL0052795552001 cover?: It is the 2023 Form 5500 filing for Abound Health Holding, LLC 401(K) Plan, reported by Abound Health Holding, LLC (EIN 85-3192415).
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).