2023 Form 5500 filing — Housing Development Corporation Midatlantic 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 20241014130207NAL0014962963001) for Housing Development Corporation Midatlantic 401(K) Plan, reported by Housing Development Corporation Midatlantic under EIN 23-1861343 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,535,220
Participants170
Provider compensation$25.9K3 Schedule C row(s)$25,902
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014130207NAL0014962963001
Plan sponsor
Housing Development Corporation Midatlantic
EIN
23-1861343
Plan number
001
Location
Lancaster, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$526.8K
Benefits paid / distributions$493.7K
Contributions
Employer$220K
Participant$437.4K
Full reported line items
Total assets (EOY)
$6,535,220
Total liabilities (EOY)
$0
Net assets (EOY)
$6,535,220
Employer contributions
$219,962
Participant contributions
$437,418
Total income / additions
$1,574,059
Benefits paid
$493,686
Administrative expenses
$25,356
Total expenses
$526,760
Net increase / (decrease)
$1,047,299
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $22K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $2.2K
  3. 3
    INVESTMENT ADVISOR · Direct $1.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130207NAL0014962963001 cover?
It is the 2023 Form 5500 filing for Housing Development Corporation Midatlantic 401(K) Plan, reported by Housing Development Corporation Midatlantic (EIN 23-1861343).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages