2023 Form 5500 filing — Richford Health Center, Inc. 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 20241003125543NAL0017089872001) for Richford Health Center, Inc. 401(K) Plan, reported by Richford Health Center, Inc. under EIN 03-0215982 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003125543NAL0017089872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richford Health Center, Inc.
- EIN
- 03-0215982
- Plan number
- 001
- Location
- Richford, VT
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,235,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,235,706
- Employer contributions
- $518,162
- Participant contributions
- $980,110
- Total income / additions
- $2,943,709
- Benefits paid
- $1,785,335
- Administrative expenses
- $9,616
- Total expenses
- $1,794,951
- Net increase / (decrease)
- $1,148,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Future Planning Associates Inc | RECORDKEEPER | $11,625 | $0 |
| Mcsoley Mccoy & Co | AUDIT | $7,800 | not reported in the loaded dataset |
| Transamerica Finanicial Life Ins Co | RECORDKEEPER | $5,084 | $0 |