2023 Form 5500 filing — Habitat America, LLC 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 20241014134522NAL0027451105001) for Habitat America, LLC 401(K) Plan, reported by Habitat America, LLC under EIN 52-1851030 and plan number 001. It reports 280 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)$5.4MReported net assets$5,415,464
Participants280
Provider compensation$58.9K3 Schedule C row(s)$58,892
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014134522NAL0027451105001
Plan sponsor
Habitat America, LLC
EIN
52-1851030
Plan number
001
Location
Annapolis, MD
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$770.3K
Benefits paid / distributions$715.2K
Contributions
Employer$115.4K
Participant$468.3K
Full reported line items
Total assets (EOY)
$5,415,464
Total liabilities (EOY)
$0
Net assets (EOY)
$5,415,464
Employer contributions
$115,353
Participant contributions
$468,269
Total income / additions
$1,298,788
Benefits paid
$715,195
Administrative expenses
$45,155
Total expenses
$770,272
Net increase / (decrease)
$528,516
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $45.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $13.7K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014134522NAL0027451105001 cover?
It is the 2023 Form 5500 filing for Habitat America, LLC 401(K) Plan, reported by Habitat America, LLC (EIN 52-1851030).
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