Truenorth Wellness Services Retirement Savings Plan — Form 5500 plan (Truenorth Wellness Services)
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, Truenorth Wellness Services Retirement Savings Plan is a benefit plan reported by Truenorth Wellness Services under EIN 23-2007907 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $8,037,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truenorth Wellness Services
- EIN
- 23-2007907
- Plan number
- 002
- Plan type
- 2
- Location
- Hanover, PA
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $8,037,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20250414094510NAL0003121362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,037,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,037,041
- Net assets (BOY)
- $6,957,039
Income & contributions
- Employer contributions
- $138,051
- Participant contributions
- $370,991
- Total contributions
- $518,224
- Total income / additions
- $1,655,060
Expenses & distributions
- Benefits paid
- $523,289
- Administrative expenses
- $49,490
- Total expenses
- $575,058
- Net increase / (decrease)
- $1,080,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $28,311 | $0 | 2023 |
| Pa Retirement Solutions, Inc. | THIRD PARTY ADMINISTRATO | $6,115 | $7,216 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $11,798 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $6,242 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Truenorth Wellness Services
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hanover, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation