2023 Form 5500 filing — Habitat Management, Inc. Self Funded Medical Reimbursement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716123006NAL0006373378001) for Habitat Management, Inc. Self Funded Medical Reimbursement Plan, reported by Habitat Management, Inc. under EIN 84-1310975 and plan number 505. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$471Reported net assets
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716123006NAL0006373378001
Plan sponsor
Habitat Management, Inc.
EIN
84-1310975
Plan number
505
Location
Englewood, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$471 total assets
Net assets$471Liabilities
Money in vs. money out
Total income / additions$127.1K
Total expenses$126.6K
Benefits paid / distributions$103.4K
Contributions
Employer$117.4K
Participant$9.5K
Full reported line items
Total assets (EOY)
$471
Net assets (EOY)
$471
Employer contributions
$117,428
Participant contributions
$9,544
Total income / additions
$127,148
Benefits paid
$103,398
Administrative expenses
$23,185
Total expenses
$126,583
Net increase / (decrease)
$565

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716123006NAL0006373378001 cover?
It is the 2023 Form 5500 filing for Habitat Management, Inc. Self Funded Medical Reimbursement Plan, reported by Habitat Management, Inc. (EIN 84-1310975).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages