Healogics, LLC. 401(K) Plan — Form 5500 plan (Healogics, 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, Healogics, LLC. 401(K) Plan is a benefit plan reported by Healogics, LLC. under EIN 65-0678356 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,930 participants and $137,025,458 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$137MPlan net assets, end of year$137,025,458
Participants3.9KCovered participants reported3,930
Assets / participant$34.9KComputed: assets ÷ participants$34,867 (computed)
Provider compensation$371.1K2 Schedule C provider row(s)$371,069
Plan sponsor
Healogics, LLC.
EIN
65-0678356
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,930 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$137M total assets
Net assets$137MLiabilities$0
Money in vs. money out
Total income / additions$39.4M
Total expenses$15.8M
Benefits paid / distributions$15.3M
Contributions
Employer$3.9M
Participant$12.3M
Full reported line items

Net assets

Total assets (EOY)
$137,025,458
Total liabilities (EOY)
$0
Net assets (EOY)
$137,025,458
Net assets (BOY)
$113,429,178

Income & contributions

Employer contributions
$3,915,592
Participant contributions
$12,300,168
Total contributions
$19,887,245
Total income / additions
$39,410,468

Expenses & distributions

Benefits paid
$15,312,199
Administrative expenses
$373,074
Total expenses
$15,814,188
Net increase / (decrease)
$23,596,280
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $323.1K · Indirect $0
  2. 2
    NONE · Direct $48K

What to inspect next

Frequently asked questions

Who sponsors the Healogics, LLC. 401(K) Plan?
Healogics, LLC. 401(K) Plan is reported as sponsored by Healogics, LLC. (EIN 65-0678356, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Healogics, LLC. 401(K) Plan?
The latest Form 5500 filing year loaded for Healogics, LLC. 401(K) Plan is 2023.
How many participants does Healogics, LLC. 401(K) Plan report?
Healogics, LLC. 401(K) Plan reports 3,930 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Healogics, LLC. 401(K) Plan?
Healogics, LLC. 401(K) Plan reports $137,025,458 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages