2023 Form 5500 filing — Eliot Community Human Services, 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 20241007110723NAL0031552866001) for Eliot Community Human Services, Inc. 401(K) Plan, reported by Eliot Community Human Services, Inc. under EIN 04-2316924 and plan number 002. It reports 1,877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007110723NAL0031552866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eliot Community Human Services, Inc.
- EIN
- 04-2316924
- Plan number
- 002
- Location
- Lexington, MA
- Participants
- 1,877
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,677,140
- Net assets (EOY)
- $35,677,140
- Employer contributions
- $745,188
- Participant contributions
- $3,714,681
- Total income / additions
- $9,878,665
- Benefits paid
- $2,553,533
- Administrative expenses
- $90,008
- Total expenses
- $2,686,874
- Net increase / (decrease)
- $7,191,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,000 | $0 |
| Commonwealth Equity Services | INVESTMENT ADVISOR | $38,133 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,875 | $0 |