2023 Form 5500 filing — Family Help And Wellness Family Help And Wellness 401(K) 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 20240909103921NAL0002324243001) for Family Help And Wellness Family Help And Wellness 401(K) Plan, reported by Family Help And Wellness under EIN 26-1843109 and plan number 001. It reports 894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,061,306
Participants894
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240909103921NAL0002324243001
Plan sponsor
Family Help And Wellness
EIN
26-1843109
Plan number
001
Location
Salem, OR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$32.5K
Money in vs. money out
Total income / additions$793K
Total expenses$91K
Benefits paid / distributions$55.9K
Contributions
Employer$0
Participant$457.7K
Full reported line items
Total assets (EOY)
$2,093,846
Total liabilities (EOY)
$32,540
Net assets (EOY)
$2,061,306
Employer contributions
$0
Participant contributions
$457,675
Total income / additions
$793,016
Benefits paid
$55,917
Administrative expenses
$2,501
Total expenses
$90,958
Net increase / (decrease)
$702,058

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909103921NAL0002324243001 cover?
It is the 2023 Form 5500 filing for Family Help And Wellness Family Help And Wellness 401(K) Plan, reported by Family Help And Wellness (EIN 26-1843109).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages