Plan5500

Hoosier Uplands Economic Development Corporation 403(B) Plan — Form 5500 plan (Hoosier Uplands Economic Development 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, Hoosier Uplands Economic Development Corporation 403(B) Plan is a benefit plan reported by Hoosier Uplands Economic Development Corporation under EIN 35-1115492 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $6,098,920 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.1MPlan net assets, end of year$6,098,920
Participants265Covered participants reported
Assets / participant$23KComputed: assets ÷ participants$23,015 (computed)
Provider compensation$37.3K2 Schedule C provider row(s)$37,304
Plan sponsor
Hoosier Uplands Economic Development Corporation
EIN
35-1115492
Plan number
001
Plan type
2
Location
Mitchell, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241030140741NAL0000438323001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$323.5K
Benefits paid / distributions$286.2K
Contributions
Employer$195.4K
Participant$271.4K
Full reported line items

Net assets

Total assets (EOY)
$6,098,920
Total liabilities (EOY)
$0
Net assets (EOY)
$6,098,920
Net assets (BOY)
$5,083,266

Income & contributions

Employer contributions
$195,428
Participant contributions
$271,395
Total contributions
$469,537
Total income / additions
$1,339,129

Expenses & distributions

Benefits paid
$286,171
Administrative expenses
$37,304
Total expenses
$323,475
Net increase / (decrease)
$1,015,654
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates, Inc.NONE$22,554not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$14,750not reported in the loaded dataset2023

Related Form 5500 pages