2023 Form 5500 filing — Health Plus Management LLC 401(K) Profit Sharing Plan & Trust

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 20241015141106NAL0048324320001) for Health Plus Management LLC 401(K) Profit Sharing Plan & Trust, reported by Health Plus Management LLC under EIN 90-0818246 and plan number 001. It reports 440 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)$2.3MReported net assets$2,339,731
Participants440
Provider compensation$16.6K1 Schedule C row(s)$16,645
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141106NAL0048324320001
Plan sponsor
Health Plus Management LLC
EIN
90-0818246
Plan number
001
Location
Uniondale, NY
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$180.3K
Benefits paid / distributions$162.9K
Contributions
Employer$82.3K
Participant$558.8K
Full reported line items
Total assets (EOY)
$2,339,731
Total liabilities (EOY)
$0
Net assets (EOY)
$2,339,731
Employer contributions
$82,327
Participant contributions
$558,810
Total income / additions
$1,050,597
Benefits paid
$162,900
Administrative expenses
$17,365
Total expenses
$180,265
Net increase / (decrease)
$870,332
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $16.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141106NAL0048324320001 cover?
It is the 2023 Form 5500 filing for Health Plus Management LLC 401(K) Profit Sharing Plan & Trust, reported by Health Plus Management LLC (EIN 90-0818246).
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