Health Care Managers, Inc. Retirement Plan And Trust — Form 5500 plan (Health Care Managers, 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 Managers, Inc. Retirement Plan And Trust is a benefit plan reported by Health Care Managers, Inc. under EIN 47-0853468 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $3,310,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Care Managers, Inc.
- EIN
- 47-0853468
- Plan number
- 001
- Plan type
- 3
- Location
- Fernandina Beach, FL
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $3,310,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | I | 20240927112359NAL0001205619001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,310,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,310,096
- Net assets (BOY)
- $3,248,511
Income & contributions
- Employer contributions
- $89,970
- Participant contributions
- $189,505
- Total income / additions
- $736,450
Expenses & distributions
- Benefits paid
- $290,439
- Administrative expenses
- $2,794
- Total expenses
- $293,233
- Net increase / (decrease)
- $443,217
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.