2023 Form 5500 filing — The Charles Town H.B.P.A Health Benefit 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 20240925123006NAL0005446947001) for The Charles Town H.B.P.A Health Benefit Plan, reported by The Charles Town H.B.P.A Health Benefit Plan under EIN 55-0726448 and plan number 501. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240925123006NAL0005446947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Charles Town H.B.P.A Health Benefit Plan
- EIN
- 55-0726448
- Plan number
- 501
- Location
- Charles Town, WV
- Participants
- 83
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,160,831
- Net assets (EOY)
- $1,160,831
- Employer contributions
- $164,319
- Total income / additions
- $179,077
- Benefits paid
- $247,471
- Administrative expenses
- $6,000
- Total expenses
- $256,864
- Net increase / (decrease)
- -$77,787
- Schedule source
- Schedule I