2023 Form 5500 filing — Healthtrax International, Inc. 401(K) & Salary Savings 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 20241015104115NAL0029285105001) for Healthtrax International, Inc. 401(K) & Salary Savings Plan, reported by Healthtrax International, Inc. under EIN 06-1209788 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104115NAL0029285105001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Healthtrax International, Inc.
- EIN
- 06-1209788
- Plan number
- 001
- Location
- Glastonbury, CT
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,113,757
- Total liabilities (EOY)
- $13,250
- Net assets (EOY)
- $8,100,507
- Participant contributions
- $336,351
- Total income / additions
- $1,850,925
- Benefits paid
- $1,340,398
- Administrative expenses
- $56,087
- Total expenses
- $1,396,599
- Net increase / (decrease)
- $454,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $36,859 | $0 |
| Morningstar Investment Management | NONE | $19,228 | not reported in the loaded dataset |