2023 Form 5500 filing — Otis Health Care Center 401k 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 20241014140733NAL0026366641001) for Otis Health Care Center 401k Plan, reported by Otis Health Care Center under EIN 03-0177161 and plan number 001. It reports 259 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)$22.6MReported net assets$22,614,192
Participants259
Provider compensation$64.6K3 Schedule C row(s)$64,645
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014140733NAL0026366641001
- Plan sponsor
- Otis Health Care Center
- EIN
- 03-0177161
- Plan number
- 001
- Location
- Townshend, VT
- Received date
- not reported in the loaded dataset
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)$22.6M total assets
Net assets$22.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,614,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,614,192
- Employer contributions
- $438,237
- Participant contributions
- $1,467,808
- Total income / additions
- $5,254,107
- Benefits paid
- $869,708
- Administrative expenses
- $40,684
- Total expenses
- $911,610
- Net increase / (decrease)
- $4,342,497
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trg Investment Advisors, LLC | SERVICE PROVIDER | $18,449 | $24,566 |
| Adp, Inc. | SERVICE PROVIDER | $14,155 | $0 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $7,475 | $0 |