2023 Form 5500 filing — Advocates For Human Potential, Inc. 401(K) Profit Sharing 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 20241013132525NAL0050643922001) for Advocates For Human Potential, Inc. 401(K) Profit Sharing Plan, reported by Advocates For Human Potential, Inc. under EIN 04-2909410 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013132525NAL0050643922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advocates For Human Potential, Inc.
- EIN
- 04-2909410
- Plan number
- 001
- Location
- Sudbury, MA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,488,932
- Net assets (EOY)
- $19,488,932
- Employer contributions
- $623,615
- Participant contributions
- $2,052,005
- Total income / additions
- $5,645,027
- Benefits paid
- $3,019,858
- Administrative expenses
- $54,583
- Total expenses
- $3,080,301
- Net increase / (decrease)
- $2,564,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $42,596 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Compass 360 | CONTRACT ADMIN/TPA | $1,425 | not reported in the loaded dataset |