2023 Form 5500 filing — Echo Community Health Care 403(B) Plan
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 20240729144927NAL0012623075001) for Echo Community Health Care 403(B) Plan, reported by Echo Community Health Care under EIN 35-1791786 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729144927NAL0012623075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Echo Community Health Care
- EIN
- 35-1791786
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,013,270
- Total liabilities (EOY)
- $2,664
- Net assets (EOY)
- $8,010,606
- Employer contributions
- $177,181
- Participant contributions
- $710,827
- Total income / additions
- $2,205,428
- Benefits paid
- $525,043
- Administrative expenses
- $30,526
- Total expenses
- $555,569
- Net increase / (decrease)
- $1,649,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $26,719 | not reported in the loaded dataset |
| Innovative Pension Consulting | CONTRACT ADMIN | $2,933 | not reported in the loaded dataset |
| Capital Group Ret. Plan Services | RECORDKEEPER | $1,674 | not reported in the loaded dataset |