2023 Form 5500 filing — Healthdrive Corporation 401(K) Profit Sharing Plan & 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 20241011090847NAL0010755363001) for Healthdrive Corporation 401(K) Profit Sharing Plan & Trust, reported by Healthdrive Corporation under EIN 04-3052905 and plan number 001. It reports 686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090847NAL0010755363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthdrive Corporation
- EIN
- 04-3052905
- Plan number
- 001
- Location
- Framingham, MA
- Participants
- 686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,203,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,203,621
- Employer contributions
- $387,477
- Participant contributions
- $2,973,356
- Total income / additions
- $8,527,034
- Benefits paid
- $2,554,115
- Administrative expenses
- $64,590
- Total expenses
- $2,619,606
- Net increase / (decrease)
- $5,907,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Fbo Thomas Lanahan | ADVISOR | $41,176 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $41,114 | not reported in the loaded dataset |