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, Healthpro-Heritage 401(K) Plan is a benefit plan reported by Health Pro Management Services, LLC under EIN 26-1167226 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,943 participants and $144,712,503 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,712,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,712,503
- Net assets (BOY)
- $122,343,899
Income & contributions
- Employer contributions
- $665
- Participant contributions
- $17,304,588
- Total contributions
- $19,684,108
- Total income / additions
- $40,319,984
Expenses & distributions
- Benefits paid
- $17,790,270
- Administrative expenses
- -$21,383
- Total expenses
- $17,951,380
- Net increase / (decrease)
- $22,368,604