2023 Form 5500 filing — Gifford Health Care, 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 20241015092156NAL0027935265001) for Gifford Health Care, Inc. 403(B) Retirement Plan, reported by Gifford Health Care, Inc. under EIN 46-0938716 and plan number 002. It reports 1,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$65MReported net assets$64,950,114
Participants1.1K1,139
Provider compensation$81.6K2 Schedule C row(s)$81,614
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015092156NAL0027935265001
- Plan sponsor
- Gifford Health Care, Inc.
- EIN
- 46-0938716
- Plan number
- 002
- Location
- Randolph, VT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$65M total assets
Net assets$65MLiabilities$0
Full reported line items
- Total assets (EOY)
- $64,950,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,950,114
- Employer contributions
- $1,637,106
- Participant contributions
- $3,023,873
- Total income / additions
- $15,222,898
- Benefits paid
- $3,970,734
- Administrative expenses
- $82,178
- Total expenses
- $4,056,429
- Net increase / (decrease)
- $11,166,469
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New England Retirement Consultants | NONE | $48,215 | not reported in the loaded dataset |
| Tiaa | NONE | $33,399 | $0 |