2023 Form 5500 filing — High Point Treatment Center, Inc. 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 20240926105037NAL0000321859001) for High Point Treatment Center, Inc. 403(B) Plan, reported by High Point Treatment Center, Inc. under EIN 04-3357938 and plan number 002. It reports 1,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926105037NAL0000321859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- High Point Treatment Center, Inc.
- EIN
- 04-3357938
- Plan number
- 002
- Location
- New Bedford, MA
- Participants
- 1,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,317,519
- Net assets (EOY)
- $9,317,519
- Employer contributions
- $450,392
- Participant contributions
- $1,651,168
- Total income / additions
- $3,461,264
- Benefits paid
- $914,658
- Administrative expenses
- $89,638
- Total expenses
- $1,006,899
- Net increase / (decrease)
- $2,454,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $60,870 | $0 |
| Mma Securities LLC | ADVISOR | $28,767 | not reported in the loaded dataset |