2023 Form 5500 filing — Edi Health Group, Inc. 401(K) Profit Sharing Plan And Trust

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 20250328050537NAL0000465955001) for Edi Health Group, Inc. 401(K) Profit Sharing Plan And Trust, reported by Edi Health Group, Inc. under EIN 90-0117186 and plan number 001. It reports 130 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)$6.8MReported net assets$6,807,888
Participants130
Provider compensation$2.9K2 Schedule C row(s)$2,886
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250328050537NAL0000465955001
Plan sponsor
Edi Health Group, Inc.
EIN
90-0117186
Plan number
001
Location
Irvine, 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)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$472K
Benefits paid / distributions$444.1K
Contributions
Employer$325.4K
Participant$698.8K
Full reported line items
Total assets (EOY)
$6,807,888
Total liabilities (EOY)
$0
Net assets (EOY)
$6,807,888
Employer contributions
$325,415
Participant contributions
$698,768
Total income / additions
$2,233,838
Benefits paid
$444,125
Administrative expenses
$2,886
Total expenses
$471,976
Net increase / (decrease)
$1,761,862
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $2.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250328050537NAL0000465955001 cover?
It is the 2023 Form 5500 filing for Edi Health Group, Inc. 401(K) Profit Sharing Plan And Trust, reported by Edi Health Group, Inc. (EIN 90-0117186).
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