2023 Form 5500 filing — Hcs 403(B) Retirement 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 20240813133848NAL0005809331001) for Hcs 403(B) Retirement Plan, reported by Home Healthcare, Hospice And Community Services under EIN 02-0464932 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813133848NAL0005809331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Home Healthcare, Hospice And Community Services
- EIN
- 02-0464932
- Plan number
- 001
- Location
- Keene, NH
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,440,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,440,258
- Employer contributions
- $197,425
- Participant contributions
- $714,178
- Total income / additions
- $2,339,815
- Benefits paid
- $1,015,278
- Administrative expenses
- $52,964
- Total expenses
- $1,069,533
- Net increase / (decrease)
- $1,270,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $9,922 | $0 |
| Berry Dunn Mcneil And Parker | AUDITOR | $9,542 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $8,500 | not reported in the loaded dataset |