Plan5500

Tax-Deferred Annuity Plan For Employees Of Health Care For The Homeless, Inc. — Form 5500 plan (Health Care For The Homeless, 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, Tax-Deferred Annuity Plan For Employees Of Health Care For The Homeless, Inc. is a benefit plan reported by Health Care For The Homeless, Inc. under EIN 52-1576404 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $8,429,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Care For The Homeless, Inc.
EIN
52-1576404
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
385
End-of-year plan assets
$8,429,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20241003131047NAL0005734275004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,429,070
Net assets (EOY)
$8,429,070
Net assets (BOY)
$6,661,763

Income & contributions

Participant contributions
$925,997
Total contributions
$1,007,068
Total income / additions
$2,243,348

Expenses & distributions

Benefits paid
$397,005
Administrative expenses
$76,593
Total expenses
$476,041
Net increase / (decrease)
$1,767,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp IncRECORDKEEPER$33,420$02023
Greenspring Advisors LLCINVESTMENT/FIN ADVISOR$19,708$02023
Ellin & TuckerACCOUNTANT$16,500$02023
Retirement Management Services LLCCONSULTANT$6,880$02023

Related Form 5500 pages