2023 Form 5500 filing — Healthcare Financial Management Association Retirement And 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 20241004104716NAL0012116417001) for Healthcare Financial Management Association Retirement And 401k Plan, reported by Healthcare Financial Management Association under EIN 36-2318336 and plan number 001. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104716NAL0012116417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthcare Financial Management Association
- EIN
- 36-2318336
- Plan number
- 001
- Location
- Downers Grove, IL
- Participants
- 111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,955,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,955,391
- Employer contributions
- $576,517
- Participant contributions
- $964,175
- Total income / additions
- $4,858,625
- Benefits paid
- $1,337,346
- Administrative expenses
- $60,292
- Total expenses
- $1,397,638
- Net increase / (decrease)
- $3,460,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sikich Capital Management | NONE | $32,023 | not reported in the loaded dataset |
| The Standard | NONE | $28,268 | not reported in the loaded dataset |
| Schwab | NONE | $0 | $6,741 |