Xpress Wellness Retirement Savings Plan — Form 5500 plan (Xpress Wellness Urgent Care, LLC)
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, Xpress Wellness Retirement Savings Plan is a benefit plan reported by Xpress Wellness Urgent Care, LLC under EIN 46-2683803 and plan number 001. The latest loaded filing year is 2023. The filing reports 497 participants and $6,784,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xpress Wellness Urgent Care, LLC
- EIN
- 46-2683803
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 497
- End-of-year plan assets
- $6,784,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 497 | H, C | 20241015170355NAL0016933523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,784,545
- Net assets (EOY)
- $6,784,545
- Net assets (BOY)
- $4,556,572
Income & contributions
- Employer contributions
- $695,917
- Participant contributions
- $1,508,034
- Total contributions
- $2,357,862
- Total income / additions
- $3,414,767
Expenses & distributions
- Benefits paid
- $987,910
- Administrative expenses
- $63,785
- Total expenses
- $1,186,794
- Net increase / (decrease)
- $2,227,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,888 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $31,880 | $0 | 2023 |
| Tristar Pension, Ltd | CONTRACT ADMIN | $11,307 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,236 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xpress Wellness Urgent Care, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Tristar Pension, Ltd — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation