2023 Form 5500 filing — Health Care Management Systems, Inc. 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 20241014180036NAL0026898481001) for Health Care Management Systems, Inc. 401(K) Plan, reported by Health Care Management Systems, Inc. under EIN 43-1342874 and plan number 001. It reports 822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180036NAL0026898481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Care Management Systems, Inc.
- EIN
- 43-1342874
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,689,539
- Net assets (EOY)
- $2,689,539
- Employer contributions
- $0
- Participant contributions
- $333,038
- Total income / additions
- $688,844
- Benefits paid
- $501,767
- Administrative expenses
- $20,569
- Total expenses
- $522,336
- Net increase / (decrease)
- $166,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $9,814 | $0 |
| Ubs Financial Services | NONE | $9,000 | not reported in the loaded dataset |
| Forvis Wealth Advisors | NONE | not reported in the loaded dataset | $0 |