2023 Form 5500 filing — Outer Cape Health Services, Inc. 403(B) Plan (Plan 001)
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 20241015130218NAL0014678947001) for Outer Cape Health Services, Inc. 403(B) Plan (Plan 001), reported by Outer Cape Health Services, Inc. under EIN 04-2509828 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130218NAL0014678947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Outer Cape Health Services, Inc.
- EIN
- 04-2509828
- Plan number
- 001
- Location
- Harwich Port, MA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,364,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,364,999
- Employer contributions
- $124,965
- Participant contributions
- $746,523
- Total income / additions
- $2,183,180
- Benefits paid
- $124,822
- Administrative expenses
- $18,760
- Total expenses
- $145,653
- Net increase / (decrease)
- $2,037,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Hays Financial Group, LLC | INVESTMENT ADVISOR | $27,046 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $930 | not reported in the loaded dataset |