Hta 401k Plan — Form 5500 plan (Hta)
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, Hta 401k Plan is a benefit plan reported by Hta under EIN 13-3578209 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $8,357,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hta
- EIN
- 13-3578209
- Plan number
- 001
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $8,357,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240924082318NAL0012669681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,357,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,357,555
- Net assets (BOY)
- $6,707,009
Income & contributions
- Employer contributions
- $631,310
- Participant contributions
- $222,165
- Total contributions
- $853,475
- Total income / additions
- $1,964,799
Expenses & distributions
- Benefits paid
- $235,420
- Administrative expenses
- $64,045
- Total expenses
- $314,253
- Net increase / (decrease)
- $1,650,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $34,036 | $0 | 2023 |
| J P Morgan Broker-Dealer Holdings I | INVESTMENT ADVISOR | $17,224 | not reported in the loaded dataset | 2023 |
| Cerini & Associates, Llp | PLAN AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hta
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Rochelle, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- J P Morgan Broker-Dealer Holdings I — Schedule C compensation
- Cerini & Associates, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation