Health Care Management Systems, Inc. 401(K) Plan — Form 5500 plan (Health Care Management Systems, 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 Care Management Systems, Inc. 401(K) Plan is a benefit plan reported by Health Care Management Systems, Inc. under EIN 43-1342874 and plan number 001. The latest loaded filing year is 2023. The filing reports 822 participants and $2,689,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Care Management Systems, Inc.
- EIN
- 43-1342874
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 822
- End-of-year plan assets
- $2,689,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 822 | H, C | 20241014180036NAL0026898481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,689,539
- Net assets (EOY)
- $2,689,539
- Net assets (BOY)
- $2,523,031
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $333,038
- Total contributions
- $333,560
- Total income / additions
- $688,844
Expenses & distributions
- Benefits paid
- $501,767
- Administrative expenses
- $20,569
- Total expenses
- $522,336
- Net increase / (decrease)
- $166,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $9,814 | $0 | 2023 |
| Ubs Financial Services | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Forvis Wealth Advisors | NONE | not reported in the loaded dataset | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Care Management Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Forvis Wealth Advisors — Schedule C compensation