Vivant Health 401k Profit Sharing Plan — Form 5500 plan (Vivant 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, Vivant Health 401k Profit Sharing Plan is a benefit plan reported by Vivant Health LLC under EIN 92-0987910 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $7,533,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vivant Health LLC
- EIN
- 92-0987910
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $7,533,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20250714142200NAL0000942243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,533,781
- Total liabilities (EOY)
- $5,617
- Net assets (EOY)
- $7,528,164
- Net assets (BOY)
- $5,292,189
Income & contributions
- Employer contributions
- $270,846
- Participant contributions
- $635,350
- Total contributions
- $1,000,919
- Total income / additions
- $2,410,571
Expenses & distributions
- Benefits paid
- $139,860
- Administrative expenses
- $34,736
- Total expenses
- $174,596
- Net increase / (decrease)
- $2,235,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Group | NONE | $34,736 | $0 | 2023 |