Health Concepts, Ltd 401(K) Plan — Form 5500 plan (Health Concepts, Ltd)
Plain-English plan 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, Health Concepts, Ltd 401(K) Plan is a benefit plan reported by Health Concepts, Ltd under EIN 05-0400913 and plan number 002. The latest loaded filing year is 2023. The filing reports 953 participants and $42,125,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Concepts, Ltd
- EIN
- 05-0400913
- Plan number
- 002
- Plan type
- 2
- Location
- Pawtucket, RI
- Latest filing year
- 2023
- Participants
- 953
- End-of-year plan assets
- $42,125,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 953 | H, C | 20241014162315NAL0013614931002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,125,357
- Total liabilities (EOY)
- $24,096
- Net assets (EOY)
- $42,101,261
- Net assets (BOY)
- $42,397,179
Income & contributions
- Participant contributions
- $1,360,361
- Total contributions
- $1,520,414
- Total income / additions
- $8,244,446
Expenses & distributions
- Benefits paid
- $8,381,148
- Administrative expenses
- $152,385
- Total expenses
- $8,540,364
- Net increase / (decrease)
- -$295,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | CONSULTANT | $83,969 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $68,416 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Concepts, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Pawtucket, RI
- Global Retirement Partners LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation