2023 Form 5500 filing — Facets Lifestyle Conservative

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 20240910110944NAL0005568657001) for Facets Lifestyle Conservative, reported by Hand Benefits & Trust Company under EIN 74-2008758 and plan number 077. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240910110944NAL0005568657001
Filing year
2023
Form type
4
Plan sponsor
Hand Benefits & Trust Company
EIN
74-2008758
Plan number
077
Location
Houston, TX
Participants
not reported in the loaded dataset
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$180,894
Benefits paid
$0
Administrative expenses
$5,167
Total expenses
$5,167
Net increase / (decrease)
$175,727
Schedule source
Schedule H

Related Form 5500 pages