Healthspan Partners
Plan context: Healthspan Retirement Savings Plan 403(B)
EIN 46-3055925 • Cincinnati, OH • 15 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$23,065,305
2024 Contributions
$11,142
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 22 | $23,065,305 | $0 | - |
| Healthspan Retirement Savings Plan 403(B) | - | 22 | $23,065,305 | - | - |
| 2023 | 1 | 28 | $23,412,783 | $0 | - |
| Healthspan Retirement Savings Plan 403(B) | - | 28 | $23,412,783 | - | - |
| 2022 | 1 | 29 | $21,810,974 | $11,142 | $384iApproximate average salary by contribution assumption: employee only about $9,605 at 4% or $6,403 at 6%; with 50% employer match about $6,403 at 4% or $4,269 at 6%; with 100% employer match about $4,803 at 4% or $3,202 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 29 | $21,810,974 | $11,142 | $384iApproximate average salary by contribution assumption: employee only about $9,605 at 4% or $6,403 at 6%; with 50% employer match about $6,403 at 4% or $4,269 at 6%; with 100% employer match about $4,803 at 4% or $3,202 at 6%. |
| 2021 | 1 | 31 | $29,535,627 | $17,655 | $570iApproximate average salary by contribution assumption: employee only about $14,238 at 4% or $9,492 at 6%; with 50% employer match about $9,492 at 4% or $6,328 at 6%; with 100% employer match about $7,119 at 4% or $4,746 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 31 | $29,535,627 | $17,655 | $570iApproximate average salary by contribution assumption: employee only about $14,238 at 4% or $9,492 at 6%; with 50% employer match about $9,492 at 4% or $6,328 at 6%; with 100% employer match about $7,119 at 4% or $4,746 at 6%. |
| 2020 | 1 | 34 | $28,831,253 | $3,711 | $109iApproximate average salary by contribution assumption: employee only about $2,729 at 4% or $1,819 at 6%; with 50% employer match about $1,819 at 4% or $1,213 at 6%; with 100% employer match about $1,364 at 4% or $910 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 34 | $28,831,253 | $3,711 | $109iApproximate average salary by contribution assumption: employee only about $2,729 at 4% or $1,819 at 6%; with 50% employer match about $1,819 at 4% or $1,213 at 6%; with 100% employer match about $1,364 at 4% or $910 at 6%. |
| 2019 | 1 | 3 | $27,159,919 | $47,462 | $15,821iApproximate average salary by contribution assumption: employee only about $395,517 at 4% or $263,678 at 6%; with 50% employer match about $263,678 at 4% or $175,785 at 6%; with 100% employer match about $197,758 at 4% or $131,839 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 3 | $27,159,919 | $47,462 | $15,821iApproximate average salary by contribution assumption: employee only about $395,517 at 4% or $263,678 at 6%; with 50% employer match about $263,678 at 4% or $175,785 at 6%; with 100% employer match about $197,758 at 4% or $131,839 at 6%. |
| 2018 | 1 | 4 | $25,396,905 | $112,327 | $28,082iApproximate average salary by contribution assumption: employee only about $702,044 at 4% or $468,029 at 6%; with 50% employer match about $468,029 at 4% or $312,019 at 6%; with 100% employer match about $351,022 at 4% or $234,015 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 4 | $25,396,905 | $112,327 | $28,082iApproximate average salary by contribution assumption: employee only about $702,044 at 4% or $468,029 at 6%; with 50% employer match about $468,029 at 4% or $312,019 at 6%; with 100% employer match about $351,022 at 4% or $234,015 at 6%. |
| 2017 | 1 | 13 | $30,308,653 | $1,278,484 | $98,345iApproximate average salary by contribution assumption: employee only about $2,458,623 at 4% or $1,639,082 at 6%; with 50% employer match about $1,639,082 at 4% or $1,092,721 at 6%; with 100% employer match about $1,229,312 at 4% or $819,541 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 13 | $30,308,653 | $1,278,484 | $98,345iApproximate average salary by contribution assumption: employee only about $2,458,623 at 4% or $1,639,082 at 6%; with 50% employer match about $1,639,082 at 4% or $1,092,721 at 6%; with 100% employer match about $1,229,312 at 4% or $819,541 at 6%. |
| 2016 | 1 | 176 | $32,197,770 | $6,221,278 | $35,348iApproximate average salary by contribution assumption: employee only about $883,704 at 4% or $589,136 at 6%; with 50% employer match about $589,136 at 4% or $392,757 at 6%; with 100% employer match about $441,852 at 4% or $294,568 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 176 | $32,197,770 | $6,221,278 | $35,348iApproximate average salary by contribution assumption: employee only about $883,704 at 4% or $589,136 at 6%; with 50% employer match about $589,136 at 4% or $392,757 at 6%; with 100% employer match about $441,852 at 4% or $294,568 at 6%. |
| 2015 | 2 | 1,394 | $44,544,805 | $14,767,209 | $10,593iApproximate average salary by contribution assumption: employee only about $264,835 at 4% or $176,557 at 6%; with 50% employer match about $176,557 at 4% or $117,705 at 6%; with 100% employer match about $132,418 at 4% or $88,278 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 1,359 | $44,544,805 | $14,767,209 | $10,866iApproximate average salary by contribution assumption: employee only about $271,656 at 4% or $181,104 at 6%; with 50% employer match about $181,104 at 4% or $120,736 at 6%; with 100% employer match about $135,828 at 4% or $90,552 at 6%. |
| HEALTHSPAN PARTNERS WELFARE BENEFITS PLAN | - | 1,394 | - | - | - |
| 2014 | 2 | 1,448 | $33,021,898 | $22,973,114 | $15,865iApproximate average salary by contribution assumption: employee only about $396,635 at 4% or $264,424 at 6%; with 50% employer match about $264,424 at 4% or $176,282 at 6%; with 100% employer match about $198,318 at 4% or $132,212 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 1,448 | $33,021,898 | $22,973,114 | $15,865iApproximate average salary by contribution assumption: employee only about $396,635 at 4% or $264,424 at 6%; with 50% employer match about $264,424 at 4% or $176,282 at 6%; with 100% employer match about $198,318 at 4% or $132,212 at 6%. |
| HEALTHSPAN PARTNERS WELFARE BENEFITS PLAN | - | 1,282 | - | - | - |
| 2013 | 2 | 1,627 | $11,520,195 | $11,502,493 | $7,070iApproximate average salary by contribution assumption: employee only about $176,744 at 4% or $117,829 at 6%; with 50% employer match about $117,829 at 4% or $78,553 at 6%; with 100% employer match about $88,372 at 4% or $58,915 at 6%. |
| Healthspan Retirement Savings Plan 403(B) | - | 1,627 | $11,520,195 | $11,502,493 | $7,070iApproximate average salary by contribution assumption: employee only about $176,744 at 4% or $117,829 at 6%; with 50% employer match about $117,829 at 4% or $78,553 at 6%; with 100% employer match about $88,372 at 4% or $58,915 at 6%. |
| HEALTHSPAN PARTNERS LLC WELFARE BENEFITS PLAN | - | 1,407 | - | - | - |