2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of Health Planning Council Of Southwest Florida, Inc.
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 20241016112051NAL0030468929001) for 401(K) Profit Sharing Plan For Employees Of Health Planning Council Of Southwest Florida, Inc., reported by Health Planning Council Of Sou under EIN 59-2269305 and plan number 003. It reports 191 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)$9.8MReported net assets$9,828,684
Participants191
Provider compensation$1.2K1 Schedule C row(s)$1,153
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241016112051NAL0030468929001
- Plan sponsor
- Health Planning Council Of Sou
- EIN
- 59-2269305
- Plan number
- 003
- Location
- Fort Myers, FL
- 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)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,828,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,828,684
- Employer contributions
- $606,488
- Participant contributions
- $251,431
- Total income / additions
- $2,399,268
- Benefits paid
- $657,529
- Administrative expenses
- $1,153
- Total expenses
- $658,682
- Net increase / (decrease)
- $1,740,586
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
Frequently asked questions
- What does EFAST2 acknowledgement 20241016112051NAL0030468929001 cover?
- It is the 2023 Form 5500 filing for 401(K) Profit Sharing Plan For Employees Of Health Planning Council Of Southwest Florida, Inc., reported by Health Planning Council Of Sou (EIN 59-2269305).
- 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).