2023 Form 5500 filing — Tax-Deferred Annuity Plan For Employees Of Health Care For The Homeless, Inc.
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 20241003131047NAL0005734275004) for Tax-Deferred Annuity Plan For Employees Of Health Care For The Homeless, Inc., reported by Health Care For The Homeless, Inc. under EIN 52-1576404 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003131047NAL0005734275004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Care For The Homeless, Inc.
- EIN
- 52-1576404
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,429,070
- Net assets (EOY)
- $8,429,070
- Participant contributions
- $925,997
- Total income / additions
- $2,243,348
- Benefits paid
- $397,005
- Administrative expenses
- $76,593
- Total expenses
- $476,041
- Net increase / (decrease)
- $1,767,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp Inc | RECORDKEEPER | $33,420 | $0 |
| Greenspring Advisors LLC | INVESTMENT/FIN ADVISOR | $19,708 | $0 |
| Ellin & Tucker | ACCOUNTANT | $16,500 | $0 |
| Retirement Management Services LLC | CONSULTANT | $6,880 | $0 |