Intrahealth International, Inc. 401(K) Plan — Form 5500 plan (Intrahealth International, 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, Intrahealth International, Inc. 401(K) Plan is a benefit plan reported by Intrahealth International, Inc. under EIN 55-0825466 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $26,543,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intrahealth International, Inc.
- EIN
- 55-0825466
- Plan number
- 001
- Plan type
- 2
- Location
- Chapel Hill, NC
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $26,543,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240917070240NAL0004559488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,543,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,543,235
- Net assets (BOY)
- $22,888,861
Income & contributions
- Employer contributions
- $600,628
- Participant contributions
- $859,887
- Total contributions
- $1,678,001
- Total income / additions
- $6,189,066
Expenses & distributions
- Benefits paid
- $2,462,195
- Administrative expenses
- $72,497
- Total expenses
- $2,534,692
- Net increase / (decrease)
- $3,654,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,456 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $48,064 | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intrahealth International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Chapel Hill, NC
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation