2023 Form 5500 filing — Center For Health Care Strategies 403(B) Retirement 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 20250410133722NAL0011781635001) for Center For Health Care Strategies 403(B) Retirement Plan, reported by Center For Health Care Strategies, Inc. under EIN 22-3375015 and plan number 003. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410133722NAL0011781635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center For Health Care Strategies, Inc.
- EIN
- 22-3375015
- Plan number
- 003
- Location
- Hamilton, NJ
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,792,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,792,098
- Employer contributions
- $493,617
- Participant contributions
- $552,030
- Total income / additions
- $2,753,977
- Benefits paid
- $414,121
- Administrative expenses
- $33,377
- Total expenses
- $447,498
- Net increase / (decrease)
- $2,306,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | BROKER/ADVISOR | $23,644 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $8,043 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | THIRD PARTY ADMINISTRATO | $1,690 | not reported in the loaded dataset |