Phreesia, Inc. 401(K) Plan — Form 5500 plan (Phreesia, 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, Phreesia, Inc. 401(K) Plan is a benefit plan reported by Phreesia, Inc. under EIN 20-2275479 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,321 participants and $39,044,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phreesia, Inc.
- EIN
- 20-2275479
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 1,321
- End-of-year plan assets
- $39,044,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,321 | H, C | 20241002090004NAL0016816402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,044,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,044,604
- Net assets (BOY)
- $24,983,134
Income & contributions
- Employer contributions
- $494,886
- Participant contributions
- $7,930,155
- Total contributions
- $11,493,115
- Total income / additions
- $17,542,850
Expenses & distributions
- Benefits paid
- $3,331,361
- Administrative expenses
- $150,019
- Total expenses
- $3,481,380
- Net increase / (decrease)
- $14,061,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $60,370 | $30,008 | 2023 |
| The Pension Service, Inc. | TPA | $39,304 | $0 | 2023 |
| Creative Planning | ADVISOR | $38,601 | $0 | 2023 |
| Heritage Capital, LLC | ADVISOR | $11,743 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phreesia, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Nationwide — Schedule C compensation
- The Pension Service, Inc. — Schedule C compensation
- Creative Planning — Schedule C compensation
- Heritage Capital, LLC — Schedule C compensation