2023 Form 5500 filing — Emanate Health Mso 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 20250829150416NAL0006296659001) for Emanate Health Mso 401(K) Plan, reported by Emanate Health Mso under EIN 81-2647150 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250829150416NAL0006296659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emanate Health Mso
- EIN
- 81-2647150
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,628,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,628,089
- Employer contributions
- $18,127
- Participant contributions
- $33,396
- Total income / additions
- $1,605,418
- Benefits paid
- $1,394,762
- Administrative expenses
- $46,582
- Total expenses
- $1,452,331
- Net increase / (decrease)
- $153,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,371 | $0 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $18,211 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | SERVICE PROVIDER | $10,000 | not reported in the loaded dataset |