2023 Form 5500 filing — Equip 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 20241204144931NAL0004415745001) for Equip Health 401(K) Plan, reported by Equip Health Inc. under EIN 84-3571900 and plan number 002. It reports 257 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)$5MReported net assets$5,017,851
Participants257
Provider compensation$2.9K3 Schedule C row(s)$2,914
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241204144931NAL0004415745001
Plan sponsor
Equip Health Inc.
EIN
84-3571900
Plan number
002
Location
Carlsbad, 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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$139K
Benefits paid / distributions$132.5K
Contributions
Employer$0
Participant$1.1M
Full reported line items
Total assets (EOY)
$5,017,851
Total liabilities (EOY)
$0
Net assets (EOY)
$5,017,851
Employer contributions
$0
Participant contributions
$1,073,426
Total income / additions
$1,540,402
Benefits paid
$132,524
Administrative expenses
$3,303
Total expenses
$138,975
Net increase / (decrease)
$1,401,427
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $2.9K
  2. 2
    INVESTMENT MGMT · Direct $0
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241204144931NAL0004415745001 cover?
It is the 2023 Form 5500 filing for Equip Health 401(K) Plan, reported by Equip Health Inc. (EIN 84-3571900).
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