Soleo Health Holdings, Inc. 401(K) Plan — Form 5500 plan (Soleo Health Holdings, Inc.)

Plain-English plan 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, Soleo Health Holdings, Inc. 401(K) Plan is a benefit plan reported by Soleo Health Holdings, Inc. under EIN 11-2962027 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,100 participants and $32,311,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Soleo Health Holdings, Inc.
EIN
11-2962027
Plan number
001
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
1,100
End-of-year plan assets
$32,311,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,100H, C20241011102247NAL0022562737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,311,130
Total liabilities (EOY)
$0
Net assets (EOY)
$32,311,130
Net assets (BOY)
$22,364,991

Income & contributions

Employer contributions
$1,926,388
Participant contributions
$5,615,074
Total contributions
$7,841,509
Total income / additions
$12,424,016

Expenses & distributions

Benefits paid
$2,328,066
Administrative expenses
$140,456
Total expenses
$2,477,877
Net increase / (decrease)
$9,946,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$77,309$02023
Summit Group Retirement PlannersADVISOR$45,919not reported in the loaded dataset2023
Rsm Us LlpACCOUNTANT/AUDITOR$15,725not reported in the loaded dataset2023

Related Form 5500 pages