2023 Form 5500 filing — Heath Village Pension 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 20240822091718NAL0004951585001) for Heath Village Pension Plan, reported by Heath Village under EIN 22-1717575 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822091718NAL0004951585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heath Village
- EIN
- 22-1717575
- Plan number
- 002
- Location
- Hackettstown, NJ
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,626,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,626,225
- Employer contributions
- $473,471
- Total income / additions
- $1,614,120
- Benefits paid
- $389,138
- Administrative expenses
- $44,344
- Total expenses
- $433,482
- Net increase / (decrease)
- $1,180,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | INVESTMENT MGMT | $44,344 | not reported in the loaded dataset |