Aylo Health 401(K) Retirement Savings Plan — Form 5500 plan (Aylo Health, 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, Aylo Health 401(K) Retirement Savings Plan is a benefit plan reported by Aylo Health, LLC under EIN 58-1871078 and plan number 002. The latest loaded filing year is 2023. The filing reports 480 participants and $7,733,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aylo Health, LLC
- EIN
- 58-1871078
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $7,733,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20241209153458NAL0018767618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,733,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,733,158
- Net assets (BOY)
- $4,488,155
Income & contributions
- Employer contributions
- $716,909
- Participant contributions
- $1,469,205
- Total contributions
- $2,863,112
- Total income / additions
- $3,768,428
Expenses & distributions
- Benefits paid
- $480,985
- Administrative expenses
- $36,076
- Total expenses
- $523,425
- Net increase / (decrease)
- $3,245,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $23,845 | $0 | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $16,979 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $10,620 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,659 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aylo Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Co — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation