2023 Form 5500 filing — Hta 401k 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 20240924082318NAL0012669681001) for Hta 401k Plan, reported by Hta under EIN 13-3578209 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924082318NAL0012669681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hta
- EIN
- 13-3578209
- Plan number
- 001
- Location
- New Rochelle, NY
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,357,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,357,555
- Employer contributions
- $631,310
- Participant contributions
- $222,165
- Total income / additions
- $1,964,799
- Benefits paid
- $235,420
- Administrative expenses
- $64,045
- Total expenses
- $314,253
- Net increase / (decrease)
- $1,650,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $34,036 | $0 |
| J P Morgan Broker-Dealer Holdings I | INVESTMENT ADVISOR | $17,224 | not reported in the loaded dataset |
| Cerini & Associates, Llp | PLAN AUDITOR | $14,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36 | not reported in the loaded dataset |