2023 Form 5500 filing — Handi Medical Supply, 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 20241015120957NAL0029553489001) for Handi Medical Supply, Inc. 401(K) Plan, reported by Handi Medical Supply, Inc. under EIN 41-1668164 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120957NAL0029553489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Handi Medical Supply, Inc.
- EIN
- 41-1668164
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,076,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,076,338
- Employer contributions
- $68,098
- Participant contributions
- $458,844
- Total income / additions
- $1,335,920
- Benefits paid
- $1,292,845
- Administrative expenses
- $34,573
- Total expenses
- $1,335,713
- Net increase / (decrease)
- $207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mhs Advisory Services LLC Dba | INVESTMENT ADVISOR | $18,860 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,751 | not reported in the loaded dataset |
| Tsc 401k | CONTRACT ADMIN | $8,056 | not reported in the loaded dataset |