Healthkeeperz, Inc. 401(K) Plan — Form 5500 plan (Healthkeeperz, 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, Healthkeeperz, Inc. 401(K) Plan is a benefit plan reported by Healthkeeperz, Inc. under EIN 56-1904210 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $2,715,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthkeeperz, Inc.
EIN
56-1904210
Plan number
001
Plan type
2
Location
Pembroke, NC
Latest filing year
2023
Participants
221
End-of-year plan assets
$2,715,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20241013093615NAL0049037794001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,715,243
Total liabilities (EOY)
$0
Net assets (EOY)
$2,715,243
Net assets (BOY)
$3,479,382

Income & contributions

Employer contributions
$53,563
Participant contributions
$289,457
Total contributions
$343,020
Total income / additions
$846,450

Expenses & distributions

Benefits paid
$1,572,874
Administrative expenses
$35,077
Total expenses
$1,610,589
Net increase / (decrease)
-$764,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$35,077$02023

Related Form 5500 pages