2023 Form 5500 filing — Michiana Hematology Oncology 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 20250327105912NAL0029069712001) for Michiana Hematology Oncology 401(K) Plan, reported by Michiana Hematology Oncology under EIN 35-1686054 and plan number 002. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327105912NAL0029069712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michiana Hematology Oncology
- EIN
- 35-1686054
- Plan number
- 002
- Location
- Mishawaka, IN
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,003,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,003,496
- Employer contributions
- $187,821
- Participant contributions
- $714,063
- Total income / additions
- $3,847,216
- Benefits paid
- $1,882,402
- Administrative expenses
- $61,789
- Total expenses
- $1,946,731
- Net increase / (decrease)
- $1,900,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hpm Partners, LLC | INVESTMENT/FINANCIAL ADVI | $40,151 | $0 |
| Adp, Inc. | RECORD KEEPER | $21,679 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $1 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |