Relevate Health Management, LLC. 401(K) Profit Sharing Plan — Form 5500 plan (Relevate Health Management, 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, Relevate Health Management, LLC. 401(K) Profit Sharing Plan is a benefit plan reported by Relevate Health Management, LLC. under EIN 87-2676505 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $18,439,409 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.4MPlan net assets, end of year$18,439,409
Participants307Covered participants reported
Assets / participant$60.1KComputed: assets ÷ participants$60,063 (computed)
Provider compensation$98.9K2 Schedule C provider row(s)$98,919
- Plan sponsor
- Relevate Health Management, LLC.
- EIN
- 87-2676505
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241014083505NAL0026828289001 |
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)$18.4M total assets
Net assets$18.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,439,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,439,409
- Net assets (BOY)
- $15,928,643
Income & contributions
- Employer contributions
- $617,972
- Participant contributions
- $1,776,517
- Total contributions
- $2,538,548
- Total income / additions
- $5,154,268
Expenses & distributions
- Benefits paid
- $2,540,006
- Administrative expenses
- $103,496
- Total expenses
- $2,643,502
- Net increase / (decrease)
- $2,510,766
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.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truepoint Wealth Counsel | NONE | $62,238 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | NONE | $36,681 | not reported in the loaded dataset | 2023 |