2023 Form 5500 filing — Huron Area Center For Independence 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 20241014151109NAL0054127602001) for Huron Area Center For Independence 403(B) Plan, reported by Huron Area Center For Independence under EIN 46-0326401 and plan number 002. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151109NAL0054127602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Huron Area Center For Independence
- EIN
- 46-0326401
- Plan number
- 002
- Location
- Huron, SD
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,362,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,362,649
- Employer contributions
- $570,244
- Participant contributions
- $680,494
- Total income / additions
- $3,652,920
- Benefits paid
- $932,546
- Administrative expenses
- $62,101
- Total expenses
- $994,647
- Net increase / (decrease)
- $2,658,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Financial LLC | NONE | $52,024 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | NONE | $5,202 | not reported in the loaded dataset |