2023 Form 5500 filing — Health Dimensions Consulting, Inc. 401(K) Profit Sharing Plan And Trust
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 20241008171918NAL0008611891001) for Health Dimensions Consulting, Inc. 401(K) Profit Sharing Plan And Trust, reported by Health Dimensions Consulting, Inc. under EIN 41-1974531 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008171918NAL0008611891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Dimensions Consulting, Inc.
- EIN
- 41-1974531
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,014,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,014,246
- Employer contributions
- $330,796
- Participant contributions
- $727,672
- Total income / additions
- $1,879,337
- Benefits paid
- $3,180,766
- Administrative expenses
- $7,625
- Total expenses
- $3,188,391
- Net increase / (decrease)
- -$1,309,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $20,719 | not reported in the loaded dataset |
| Ascensus Holdings | CONTRACT ADMIN | $1,300 | $6,906 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $6,325 | $0 |