2023 Form 5500 filing — Truenorth Wellness Services Retirement Savings 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 20250414094510NAL0003121362001) for Truenorth Wellness Services Retirement Savings Plan, reported by Truenorth Wellness Services under EIN 23-2007907 and plan number 002. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414094510NAL0003121362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truenorth Wellness Services
- EIN
- 23-2007907
- Plan number
- 002
- Location
- Hanover, PA
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,037,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,037,041
- Employer contributions
- $138,051
- Participant contributions
- $370,991
- Total income / additions
- $1,655,060
- Benefits paid
- $523,289
- Administrative expenses
- $49,490
- Total expenses
- $575,058
- Net increase / (decrease)
- $1,080,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $28,311 | $0 |
| Pa Retirement Solutions, Inc. | THIRD PARTY ADMINISTRATO | $6,115 | $7,216 |
| Lpl Financial | INVESTMENT ADVISOR | $11,798 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $6,242 | not reported in the loaded dataset |