2023 Form 5500 filing — Health Care Managers, Inc. Retirement Plan And Trust
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 20240927112359NAL0001205619001) for Health Care Managers, Inc. Retirement Plan And Trust, reported by Health Care Managers, Inc. under EIN 47-0853468 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927112359NAL0001205619001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Health Care Managers, Inc.
- EIN
- 47-0853468
- Plan number
- 001
- Location
- Fernandina Beach, FL
- Participants
- 185
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,310,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,310,096
- Employer contributions
- $89,970
- Participant contributions
- $189,505
- Total income / additions
- $736,450
- Benefits paid
- $290,439
- Administrative expenses
- $2,794
- Total expenses
- $293,233
- Net increase / (decrease)
- $443,217
- Schedule source
- Schedule I