Plan5500

Handi Medical Supply, Inc. 401(K) Plan — Form 5500 plan (Handi Medical Supply, Inc.)

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, Handi Medical Supply, Inc. 401(K) Plan is a benefit plan reported by Handi Medical Supply, Inc. under EIN 41-1668164 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $5,076,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Handi Medical Supply, Inc.
EIN
41-1668164
Plan number
001
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
144
End-of-year plan assets
$5,076,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241015120957NAL0029553489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,076,338
Total liabilities (EOY)
$0
Net assets (EOY)
$5,076,338
Net assets (BOY)
$5,076,131

Income & contributions

Employer contributions
$68,098
Participant contributions
$458,844
Total contributions
$566,233
Total income / additions
$1,335,920

Expenses & distributions

Benefits paid
$1,292,845
Administrative expenses
$34,573
Total expenses
$1,335,713
Net increase / (decrease)
$207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mhs Advisory Services LLC DbaINVESTMENT ADVISOR$18,860not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$11,751not reported in the loaded dataset2023
Tsc 401kCONTRACT ADMIN$8,056not reported in the loaded dataset2023

Related Form 5500 pages