2023 Form 5500 filing — Kipu Health 401k 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 20250501145441NAL0002358403001) for Kipu Health 401k Plan, reported by Kipu Health LLC under EIN 81-0716811 and plan number 001. It reports 327 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)$7.5MReported net assets$7,541,597
Participants327
Provider compensation$42.9K4 Schedule C row(s)$42,947
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501145441NAL0002358403001
Plan sponsor
Kipu Health LLC
EIN
81-0716811
Plan number
001
Location
Coral Gables, FL
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$684.7K
Benefits paid / distributions$517K
Contributions
Employer$695K
Participant$1.6M
Full reported line items
Total assets (EOY)
$7,541,597
Total liabilities (EOY)
$0
Net assets (EOY)
$7,541,597
Employer contributions
$695,028
Participant contributions
$1,576,256
Total income / additions
$3,468,960
Benefits paid
$516,998
Administrative expenses
$42,948
Total expenses
$684,684
Net increase / (decrease)
$2,784,276
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $22.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $12.6K
  3. 3
    CONTRACT ADMINISTRATOR · Direct $7.8K · Indirect $0
  4. 4
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250501145441NAL0002358403001 cover?
It is the 2023 Form 5500 filing for Kipu Health 401k Plan, reported by Kipu Health LLC (EIN 81-0716811).
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