2023 Form 5500 filing — Hand To Shoulder Center Of Wisconsin 401(K) Profit Sharing 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 20240729104200NAL0012419027001) for Hand To Shoulder Center Of Wisconsin 401(K) Profit Sharing Plan, reported by Hand To Shoulder Center Of Wisconsin, Ltd. under EIN 39-1627418 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25MReported net assets$24,985,904
Participants126
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729104200NAL0012419027001
Plan sponsor
Hand To Shoulder Center Of Wisconsin, Ltd.
EIN
39-1627418
Plan number
001
Location
Appleton, WI
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)$25M total assets
Net assets$25MLiabilities
Money in vs. money out
Total income / additions$5.6M
Total expenses$3.1M
Benefits paid / distributions$3M
Contributions
Employer$874.7K
Participant$701.6K
Full reported line items
Total assets (EOY)
$24,985,904
Net assets (EOY)
$24,985,904
Employer contributions
$874,682
Participant contributions
$701,609
Total income / additions
$5,599,959
Benefits paid
$3,016,399
Administrative expenses
$80,511
Total expenses
$3,096,910
Net increase / (decrease)
$2,503,049

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729104200NAL0012419027001 cover?
It is the 2023 Form 5500 filing for Hand To Shoulder Center Of Wisconsin 401(K) Profit Sharing Plan, reported by Hand To Shoulder Center Of Wisconsin, Ltd. (EIN 39-1627418).
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