2023 Form 5500 filing — Esperanza Health Systems 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 20240924124802NAL0017518320001) for Esperanza Health Systems 401(K) Plan, reported by Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center under EIN 74-2664821 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924124802NAL0017518320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center
- EIN
- 74-2664821
- Plan number
- 001
- Location
- Hunt, TX
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,456,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,456,296
- Employer contributions
- $73,221
- Participant contributions
- $513,566
- Total income / additions
- $2,576,867
- Benefits paid
- $410,165
- Administrative expenses
- $24,597
- Total expenses
- $434,762
- Net increase / (decrease)
- $2,142,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bfc Planning Inc. | NONE | $21,525 | not reported in the loaded dataset |