Plan5500

Kipu Health 401k Plan — Form 5500 plan (Kipu 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, Kipu Health 401k Plan is a benefit plan reported by Kipu Health LLC under EIN 81-0716811 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $7,541,597 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.5MPlan net assets, end of year$7,541,597
Participants327Covered participants reported
Assets / participant$23.1KComputed: assets ÷ participants$23,063 (computed)
Provider compensation$42.9K4 Schedule C provider row(s)$42,947
Plan sponsor
Kipu Health LLC
EIN
81-0716811
Plan number
001
Plan type
2
Location
Coral Gables, 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
    327 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)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$684.7K
Benefits paid / distributions$517K
Contributions
Employer$695K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$7,541,597
Total liabilities (EOY)
$0
Net assets (EOY)
$7,541,597
Net assets (BOY)
$4,757,321

Income & contributions

Employer contributions
$695,028
Participant contributions
$1,576,256
Total contributions
$2,323,416
Total income / additions
$3,468,960

Expenses & distributions

Benefits paid
$516,998
Administrative expenses
$42,948
Total expenses
$684,684
Net increase / (decrease)
$2,784,276
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 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Lincoln National Corporation$22.6K
    SERVICE PROVIDER · Direct $22.6K · Indirect $0
  2. 2
    Securities America Advisors, Inc.$12.6K
    INVESTMENT ADVISORY · Direct $12.6K
  3. 3
    Principal Life Insurance Company$7.8K
    CONTRACT ADMINISTRATOR · Direct $7.8K · Indirect $0
  4. 4
    Wilshire Associates Incorporated$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Kipu Health 401k Plan?
Kipu Health 401k Plan is reported as sponsored by Kipu Health LLC (EIN 81-0716811, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kipu Health 401k Plan?
The latest Form 5500 filing year loaded for Kipu Health 401k Plan is 2023.
How many participants does Kipu Health 401k Plan report?
Kipu Health 401k Plan reports 327 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kipu Health 401k Plan?
Kipu Health 401k Plan reports $7,541,597 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