Healthedge Software 401k Plan — Form 5500 plan (Healthedge Software, 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, Healthedge Software 401k Plan is a benefit plan reported by Healthedge Software, Inc under EIN 20-2006970 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,240 participants and $94,938,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthedge Software, Inc
- EIN
- 20-2006970
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 1,240
- End-of-year plan assets
- $94,938,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,240 | H, C | 20241014131323NAL0044603136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,938,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,938,829
- Net assets (BOY)
- $67,867,493
Income & contributions
- Employer contributions
- $4,945,551
- Participant contributions
- $13,950,266
- Total contributions
- $21,551,428
- Total income / additions
- $36,039,826
Expenses & distributions
- Benefits paid
- $8,460,698
- Administrative expenses
- $499,275
- Total expenses
- $8,968,490
- Net increase / (decrease)
- $27,071,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | BROKER / ADVISOR | $314,064 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $128,645 | $0 | 2023 |
| Empower Advisory Griup, LLC | INVESTMENT MGMT | $46,182 | not reported in the loaded dataset | 2023 |
| Stalker & Associates, Inc. | CONTRACT ADMIN | $17,705 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthedge Software, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Janney Montgomery Scott LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Griup, LLC — Schedule C compensation
- Stalker & Associates, Inc. — Schedule C compensation