Novelle Health, LLC 401(K) Retirement Plan — Form 5500 plan (Novelle 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, Novelle Health, LLC 401(K) Retirement Plan is a benefit plan reported by Novelle Health, LLC under EIN 81-4686656 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $25,320,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Novelle Health, LLC
EIN
81-4686656
Plan number
001
Plan type
2
Location
Oldsmar, FL
Latest filing year
2023
Participants
361
End-of-year plan assets
$25,320,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241009160252NAL0019590769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,320,160
Total liabilities (EOY)
$0
Net assets (EOY)
$25,320,160
Net assets (BOY)
$20,415,487

Income & contributions

Employer contributions
$779,944
Participant contributions
$1,831,088
Total contributions
$2,617,772
Total income / additions
$6,063,786

Expenses & distributions

Benefits paid
$1,069,485
Administrative expenses
$89,628
Total expenses
$1,159,113
Net increase / (decrease)
$4,904,673

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins CoRECORDKEEPER$47,432$02023
Onedigital Investment AdvNONE$37,502not reported in the loaded dataset2023
Florida Retirement ConsultantsNONE$7,051not reported in the loaded dataset2023

Related Form 5500 pages