Plan5500

Road To Hana Dba Healthy Living Market — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Road To Hana Dba Healthy Living Market (EIN 03-0304710) is a plan sponsor located in South Burlington, VT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0304710
Location
South Burlington, VT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Road To Hana Dba Healthy Living Market

  • 2 loaded plans hold $4.5M in reported assets.
  • The largest, Healthy Living Market 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 383 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,495,855
Total reported assets$4.5M$4,495,855
Total reported participants383
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$158.4K
Participant contributions$312.8K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$273.9K
Total expenses$312.6K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Healthy Living Market 401(K) Retirement Plan
Participants per plan192Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Healthy Living Market 401(K) Retirement Plan$4.5M
    Plan #001 · 281 participants · 2023
  2. 2
    Healthy Living Welfare Benefit Plannot reported in the loaded dataset
    Plan #515 · 102 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Road To Hana Dba Healthy Living Market. Open one for its full reported snapshot.

  1. 2023
    Healthy Living Welfare Benefit Plan102 participants · 2No schedules
    View filing →
  2. 2023
    Healthy Living Market 401(K) Retirement Plan281 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Road To Hana Dba Healthy Living Market report on Form 5500?
Road To Hana Dba Healthy Living Market (EIN 03-0304710) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Road To Hana Dba Healthy Living Market?
The Employer Identification Number (EIN) reported for Road To Hana Dba Healthy Living Market is 03-0304710.
What is the latest Form 5500 filing year for Road To Hana Dba Healthy Living Market?
The latest loaded Form 5500 filing year for Road To Hana Dba Healthy Living Market is 2023.

Related Form 5500 pages