Health Dimensions Consulting, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Health Dimensions Consulting, 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, Health Dimensions Consulting, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Health Dimensions Consulting, Inc. under EIN 41-1974531 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $6,014,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Dimensions Consulting, Inc.
EIN
41-1974531
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
147
End-of-year plan assets
$6,014,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241008171918NAL0008611891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,014,246
Total liabilities (EOY)
$0
Net assets (EOY)
$6,014,246
Net assets (BOY)
$7,323,300

Income & contributions

Employer contributions
$330,796
Participant contributions
$727,672
Total contributions
$1,058,468
Total income / additions
$1,879,337

Expenses & distributions

Benefits paid
$3,180,766
Administrative expenses
$7,625
Total expenses
$3,188,391
Net increase / (decrease)
-$1,309,054

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCINVESTMENT ADVISOR$20,719not reported in the loaded dataset2023
Ascensus HoldingsCONTRACT ADMIN$1,300$6,9062023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$6,325$02023

Related Form 5500 pages