Housing Assistance Corporation Employee Pension Plan — Form 5500 plan (Housing Assistance Corporation)
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, Housing Assistance Corporation Employee Pension Plan is a benefit plan reported by Housing Assistance Corporation under EIN 23-7431255 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,566,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Housing Assistance Corporation
- EIN
- 23-7431255
- Plan number
- 001
- Plan type
- 2
- Location
- Hyannis, MA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $5,566,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20250103092155NAL0003371457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,566,936
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,566,936
- Net assets (BOY)
- $4,878,168
Income & contributions
- Employer contributions
- $125,781
- Participant contributions
- $317,149
- Total contributions
- $488,996
- Total income / additions
- $1,250,449
Expenses & distributions
- Benefits paid
- $559,952
- Administrative expenses
- $1,729
- Total expenses
- $561,681
- Net increase / (decrease)
- $688,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial, LLC | NONE | $0 | $10,564 | 2023 |
| Empower Advisory Group, LLC | NONE | $1,554 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | NONE | $175 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Housing Assistance Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Hyannis, MA
- Lpl Financial, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation