2023 Form 5500 filing — Healthcare Appraisers, Inc. Esop
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 20240904103746NAL0019590497001) for Healthcare Appraisers, Inc. Esop, reported by Healthcare Appraisers, Inc. under EIN 36-4343782 and plan number 002. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904103746NAL0019590497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthcare Appraisers, Inc.
- EIN
- 36-4343782
- Plan number
- 002
- Location
- Boca Raton, FL
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,545,117
- Total liabilities (EOY)
- $6,288,095
- Net assets (EOY)
- $17,257,022
- Employer contributions
- $600,152
- Total income / additions
- $347,023
- Benefits paid
- $176,239
- Administrative expenses
- $15,670
- Total expenses
- $384,857
- Net increase / (decrease)
- -$37,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ecp Accounting, Inc | ACCOUNTING FEE | $8,000 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | RECORDKEEPING FEE | $7,470 | not reported in the loaded dataset |