2023 Form 5500 filing — Southern New England Healthcare Organization, Inc. 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 20241015145935NAL0016691923001) for Southern New England Healthcare Organization, Inc. 401(K) Plan, reported by Southern New England Healthcare Organization, Inc. Dba Sone Health under EIN 06-1391257 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145935NAL0016691923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern New England Healthcare Organization, Inc. Dba Sone Health
- EIN
- 06-1391257
- Plan number
- 001
- Location
- Windsor, CT
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,390,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,390,764
- Employer contributions
- $638,592
- Participant contributions
- $716,679
- Total income / additions
- $2,365,890
- Benefits paid
- $2,115,434
- Administrative expenses
- $50,879
- Total expenses
- $2,166,324
- Net increase / (decrease)
- $199,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins. Co. | NONE | $50,887 | $0 |
| Pasi, LLC | NONE | $3,111 | $3,232 |
| Mmlis | NONE | $0 | $5,984 |