2023 Form 5500 filing — Aylo 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 20241209153458NAL0018767618001) for Aylo Health 401(K) Retirement Savings Plan, reported by Aylo Health, LLC under EIN 58-1871078 and plan number 002. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209153458NAL0018767618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aylo Health, LLC
- EIN
- 58-1871078
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,733,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,733,158
- Employer contributions
- $716,909
- Participant contributions
- $1,469,205
- Total income / additions
- $3,768,428
- Benefits paid
- $480,985
- Administrative expenses
- $36,076
- Total expenses
- $523,425
- Net increase / (decrease)
- $3,245,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $23,845 | $0 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $16,979 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $10,620 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,659 | not reported in the loaded dataset |