Phh 401(K) Plan — Form 5500 plan (Cantata Health Solutions, 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, Phh 401(K) Plan is a benefit plan reported by Cantata Health Solutions, LLC under EIN 81-3972985 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $25,875,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cantata Health Solutions, LLC
- EIN
- 81-3972985
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeway, TX
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $25,875,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241015182322NAL0049332448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,875,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,875,308
- Net assets (BOY)
- $27,062,158
Income & contributions
- Employer contributions
- $319,674
- Participant contributions
- $928,578
- Total contributions
- $1,306,068
- Total income / additions
- $6,224,497
Expenses & distributions
- Benefits paid
- $7,355,945
- Administrative expenses
- $55,402
- Total expenses
- $7,411,347
- Net increase / (decrease)
- -$1,186,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | NONE | $31,103 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $17,347 | $0 | 2023 |
| Futureplan (Ascensus) | NONE | $6,948 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | NONE | $25 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cantata Health Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lakeway, TX
- Pensionmark Financial Group LLC — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Futureplan (Ascensus) — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation