2023 Form 5500 filing — North Shore Health Centers 401(K) 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 20241011112905NAL0021761153001) for North Shore Health Centers 401(K) Plan, reported by North Shore Health Centers, Inc under EIN 35-2028588 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112905NAL0021761153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Shore Health Centers, Inc
- EIN
- 35-2028588
- Plan number
- 001
- Location
- Portage, IN
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,162,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,162,653
- Employer contributions
- $842,136
- Participant contributions
- $1,603,556
- Total income / additions
- $4,780,449
- Benefits paid
- $1,665,244
- Administrative expenses
- $21,910
- Total expenses
- $1,687,154
- Net increase / (decrease)
- $3,093,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | SERVICE PROVIDER | $0 | $50,672 |
| Retirement Plan Concepts & Services | TPA | $4,948 | $5,961 |
| Voya Retirement Ins. & Annuity Co. | INVESTMENT ADVISORY | $0 | $275 |