Heath Village — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Heath Village (EIN 22-1717575) is a plan sponsor located in Hackettstown, NJ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-1717575
Location
Hackettstown, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,626,225
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,626,225

Contributions & income

Employer contributions
$473,471
Total income / additions
$1,614,120

Expenses & distributions

Benefits paid / distributions
$389,138
Total expenses
$433,482
Net increase / (decrease)
$1,180,638

Coverage

Total reported participants
375
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Heath Village plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Heath Village Pension Plan002205$8,626,2252023
Heath Village Wrap Welfare Benefit Plan501170not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heath Village
YearPlanParticipantsSchedulesFiling
2023Heath Village Pension Plan205H, C20240822091718NAL0004951585001
2023Heath Village Wrap Welfare Benefit Plan17020250304113754NAL0006920561001

Related Form 5500 pages