2023 Form 5500 filing — Ahepa Management Company, 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 20241014083655NAL0052813682001) for Ahepa Management Company, Inc. 403(B) Plan, reported by Ahepa Management Company, Inc. under EIN 35-1867058 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083655NAL0052813682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ahepa Management Company, Inc.
- EIN
- 35-1867058
- Plan number
- 001
- Location
- Fishers, IN
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,021,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,021,386
- Employer contributions
- $963,161
- Participant contributions
- $279,364
- Total income / additions
- $2,299,772
- Benefits paid
- $1,216,369
- Administrative expenses
- $34,837
- Total expenses
- $1,251,206
- Net increase / (decrease)
- $1,048,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers Inc. | INVESTMENT ADVISOR | $18,898 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $4,640 | $7,559 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,011 | $0 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $6,813 | not reported in the loaded dataset |