2023 Form 5500 filing — Hope Haven, Inc. 403(B) 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 20241011145255NAL0022093873001) for Hope Haven, Inc. 403(B) Retirement Plan, reported by Hope Haven, Inc. under EIN 42-0890017 and plan number 002. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145255NAL0022093873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hope Haven, Inc.
- EIN
- 42-0890017
- Plan number
- 002
- Location
- Rock Valley, IA
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,103,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,103,694
- Employer contributions
- $916,905
- Participant contributions
- $1,245,171
- Total income / additions
- $5,887,526
- Benefits paid
- $2,284,941
- Administrative expenses
- $118,291
- Total expenses
- $2,415,455
- Net increase / (decrease)
- $3,472,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $74,429 | $0 |
| Peoples Bank | NONE | $43,862 | not reported in the loaded dataset |