2023 Form 5500 filing — 403(B) Thrift Plan For Incompass Human Services, Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726125125NAL0024436000001) for 403(B) Thrift Plan For Incompass Human Services, Inc., reported by Incompass Human Services, Inc. under EIN 04-6111877 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,481,031
Participants208
Provider compensation$4861 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726125125NAL0024436000001
Plan sponsor
Incompass Human Services, Inc.
EIN
04-6111877
Plan number
001
Location
Chelmsford, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$638.9K
Total expenses$56.5K
Benefits paid / distributions$56K
Contributions
Employer$27.4K
Participant$294.5K
Full reported line items
Total assets (EOY)
$1,481,031
Total liabilities (EOY)
$0
Net assets (EOY)
$1,481,031
Employer contributions
$27,411
Participant contributions
$294,503
Total income / additions
$638,934
Benefits paid
$56,030
Administrative expenses
$486
Total expenses
$56,516
Net increase / (decrease)
$582,418
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $486 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726125125NAL0024436000001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Incompass Human Services, Inc., reported by Incompass Human Services, Inc. (EIN 04-6111877).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages