2023 Form 5500 filing — Health Care Management Group Retirement 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 20241010123035NAL0009984803001) for Health Care Management Group Retirement Plan, reported by Health Care Management Group under EIN 31-1372417 and plan number 001. It reports 1,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,182,846
Participants1.1K1,124
Provider compensation$36.1K3 Schedule C row(s)$36,144
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010123035NAL0009984803001
Plan sponsor
Health Care Management Group
EIN
31-1372417
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$26.1K
Money in vs. money out
Total income / additions$2.7M
Total expenses$857.1K
Benefits paid / distributions$783K
Contributions
Employer$57.6K
Participant$670.4K
Full reported line items
Total assets (EOY)
$11,208,898
Total liabilities (EOY)
$26,052
Net assets (EOY)
$11,182,846
Employer contributions
$57,618
Participant contributions
$670,388
Total income / additions
$2,661,783
Benefits paid
$783,034
Administrative expenses
$74,034
Total expenses
$857,068
Net increase / (decrease)
$1,804,715
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RIA · Direct $17.4K
  2. 2
    RECORDKEEPER · Direct $10.5K
  3. 3
    RIA · Direct $8.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010123035NAL0009984803001 cover?
It is the 2023 Form 5500 filing for Health Care Management Group Retirement Plan, reported by Health Care Management Group (EIN 31-1372417).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages