2023 Form 5500 filing — Healix 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 20250205151205NAL0010504689001) for Healix Savings Plan, reported by Healix Infusion Therapy, LLC. under EIN 76-0291601 and plan number 001. It reports 547 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)$21.8MReported net assets$21,840,768
Participants547
Provider compensation$62.4K2 Schedule C row(s)$62,436
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250205151205NAL0010504689001
Plan sponsor
Healix Infusion Therapy, LLC.
EIN
76-0291601
Plan number
001
Location
Sugar Land, TX
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)$21.8M total assets
Net assets$21.8MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$5.3M
Benefits paid / distributions$5.2M
Contributions
Employer$68.2K
Participant$1.7M
Full reported line items
Total assets (EOY)
$21,840,768
Total liabilities (EOY)
$0
Net assets (EOY)
$21,840,768
Employer contributions
$68,247
Participant contributions
$1,723,399
Total income / additions
$5,353,784
Benefits paid
$5,157,229
Administrative expenses
$64,260
Total expenses
$5,290,606
Net increase / (decrease)
$63,178
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $47.4K · Indirect $0
  2. 2
    ADVISOR · Direct $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250205151205NAL0010504689001 cover?
It is the 2023 Form 5500 filing for Healix Savings Plan, reported by Healix Infusion Therapy, LLC. (EIN 76-0291601).
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