Thistle Health Inc. 401(K) Plan — Form 5500 plan (Thistle Health 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, Thistle Health Inc. 401(K) Plan is a benefit plan reported by Thistle Health Inc. under EIN 47-1212552 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $1,458,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thistle Health Inc.
- EIN
- 47-1212552
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $1,458,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20241014112119NAL0027137569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,458,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,458,111
- Net assets (BOY)
- $1,036,948
Income & contributions
- Participant contributions
- $385,860
- Total contributions
- $542,204
- Total income / additions
- $791,764
Expenses & distributions
- Benefits paid
- $345,003
- Administrative expenses
- $24,928
- Total expenses
- $370,601
- Net increase / (decrease)
- $421,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vestwell | RECORDKEEPER | $23,034 | not reported in the loaded dataset | 2023 |