2023 Form 5500 filing — Holy Angels, Inc. 403(B) Retirement Savings 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 20240919163335NAL0006222369001) for Holy Angels, Inc. 403(B) Retirement Savings Plan, reported by Holy Angels, Inc. under EIN 51-0230406 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919163335NAL0006222369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holy Angels, Inc.
- EIN
- 51-0230406
- Plan number
- 001
- Location
- Belmont, NC
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,041,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,041,122
- Participant contributions
- $212,794
- Total income / additions
- $1,415,344
- Benefits paid
- $142,173
- Administrative expenses
- $63,291
- Total expenses
- $205,464
- Net increase / (decrease)
- $1,209,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stanley Benefit Services | NONE | $13,587 | not reported in the loaded dataset |
| Pronvest | NONE | $8,469 | not reported in the loaded dataset |
| Fund Direct Advisors | NONE | $2,626 | not reported in the loaded dataset |