Healthcare Financial Management Association Retirement And 401k Plan — Form 5500 plan (Healthcare Financial Management Association)
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, Healthcare Financial Management Association Retirement And 401k Plan is a benefit plan reported by Healthcare Financial Management Association under EIN 36-2318336 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $22,955,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthcare Financial Management Association
- EIN
- 36-2318336
- Plan number
- 001
- Plan type
- 2
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 111
- End-of-year plan assets
- $22,955,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 111 | H, C | 20241004104716NAL0012116417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,955,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,955,391
- Net assets (BOY)
- $19,494,404
Income & contributions
- Employer contributions
- $576,517
- Participant contributions
- $964,175
- Total contributions
- $1,638,124
- Total income / additions
- $4,858,625
Expenses & distributions
- Benefits paid
- $1,337,346
- Administrative expenses
- $60,292
- Total expenses
- $1,397,638
- Net increase / (decrease)
- $3,460,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sikich Capital Management | NONE | $32,023 | not reported in the loaded dataset | 2023 |
| The Standard | NONE | $28,268 | not reported in the loaded dataset | 2023 |
| Schwab | NONE | $0 | $6,741 | 2023 |