2023 Form 5500 filing — Henry C. Nevins Home Inc.403(B) 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 20240911123045NAL0011930512001) for Henry C. Nevins Home Inc.403(B) Plan, reported by Henry C. Nevins Home Inc. under EIN 04-2676008 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911123045NAL0011930512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henry C. Nevins Home Inc.
- EIN
- 04-2676008
- Plan number
- 001
- Location
- Methuen, MA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,807,990
- Total liabilities (EOY)
- $565
- Net assets (EOY)
- $2,807,425
- Participant contributions
- $223,304
- Total income / additions
- $489,490
- Benefits paid
- $503,111
- Administrative expenses
- $29,590
- Total expenses
- $532,701
- Net increase / (decrease)
- -$43,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | NONE | $28,617 | $0 |
| Compass Retirement Consulting | NONE | $20,275 | $0 |
| Royal Alliance Associated | NONE | $7,993 | $0 |