2023 Form 5500 filing — Volare Health LLC 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 20250925084628NAL0008337425001) for Volare Health LLC 401(K) Plan, reported by Volare Health LLC under EIN 88-2124963 and plan number 001. It reports 1,246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250925084628NAL0008337425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volare Health LLC
- EIN
- 88-2124963
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 1,246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,819,977
- Total liabilities (EOY)
- $1,492
- Net assets (EOY)
- $7,818,485
- Participant contributions
- $1,486,973
- Total income / additions
- $2,313,486
- Benefits paid
- $293,768
- Administrative expenses
- $50,912
- Total expenses
- $344,680
- Net increase / (decrease)
- $1,968,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors, LLC | INVESTMENT ADVISOR | $29,320 | not reported in the loaded dataset |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $26,942 | not reported in the loaded dataset |