2023 Form 5500 filing — Health And Safety Institute 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 20241014100513NAL0026981281001) for Health And Safety Institute 401(K) Plan, reported by Hsi Workplace Compliance Solutions, Inc. under EIN 91-1694268 and plan number 003. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100513NAL0026981281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hsi Workplace Compliance Solutions, Inc.
- EIN
- 91-1694268
- Plan number
- 003
- Location
- Frisco, TX
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,439,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,439,784
- Employer contributions
- $1,106,360
- Participant contributions
- $2,273,415
- Total income / additions
- $7,302,223
- Benefits paid
- $1,116,735
- Administrative expenses
- $115,470
- Total expenses
- $1,232,205
- Net increase / (decrease)
- $6,070,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bac Capital Advisors, LLC | INVESTMENT ADVISOR | $121,331 | $0 |
| Benefit Administration Company | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset |