2023 Form 5500 filing — Heaven'S Hands Community Services, 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 20241010085201NAL0019828737001) for Heaven'S Hands Community Services, Inc. 403(B) Plan, reported by Heaven'S Hands Community Services, Inc. under EIN 20-0225064 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010085201NAL0019828737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heaven'S Hands Community Services, Inc.
- EIN
- 20-0225064
- Plan number
- 001
- Location
- Glendale, NY
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,736,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,736,172
- Employer contributions
- $103,705
- Participant contributions
- $121,861
- Total income / additions
- $416,414
- Benefits paid
- $149,494
- Administrative expenses
- $7,806
- Total expenses
- $159,325
- Net increase / (decrease)
- $257,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $6,584 | $0 |
| United Benefit Pensions Inc. | CONTRACT ADMIN | $1,500 | $1,504 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $1,916 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,319 | $0 |
| Everen Securities Inc. | BROKER/ADVISO R | $0 | $499 |
| Wells Fargo Advisors LLC | BROKER/ADVISO R | $0 | $499 |
| Morningstar Inc Morningstar Assoc L | OTHER | $299 | $0 |
| Wells Fargo Advisors LLC | OTHER | $2 | $0 |