2023 Form 5500 filing — Health Concepts, Ltd 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 20241014162315NAL0013614931002) for Health Concepts, Ltd 401(K) Plan, reported by Health Concepts, Ltd under EIN 05-0400913 and plan number 002. It reports 953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162315NAL0013614931002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Concepts, Ltd
- EIN
- 05-0400913
- Plan number
- 002
- Location
- Pawtucket, RI
- Participants
- 953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,125,357
- Total liabilities (EOY)
- $24,096
- Net assets (EOY)
- $42,101,261
- Participant contributions
- $1,360,361
- Total income / additions
- $8,244,446
- Benefits paid
- $8,381,148
- Administrative expenses
- $152,385
- Total expenses
- $8,540,364
- Net increase / (decrease)
- -$295,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | CONSULTANT | $83,969 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $68,416 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |