2023 Form 5500 filing — Healthmark 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 20241015125554NAL0016435955001) for Healthmark 401(K) Plan, reported by Healthmark Industries Company under EIN 38-2073977 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125554NAL0016435955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthmark Industries Company
- EIN
- 38-2073977
- Plan number
- 001
- Location
- Fraser, MI
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,723,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,723,768
- Employer contributions
- $822,205
- Participant contributions
- $1,628,877
- Total income / additions
- $5,240,951
- Benefits paid
- $1,380,424
- Administrative expenses
- $76,654
- Total expenses
- $1,457,078
- Net increase / (decrease)
- $3,783,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $78,578 | $0 |
| Bowline Financial LLC | INVESTMENT ADVISOR | $47,049 | not reported in the loaded dataset |
| The Benefit Advantage Inc | THIRD PARTY ADMINISTRATO | $3,646 | $7,841 |