2023 Form 5500 filing — 403b Thrift Plan For Diversified Home Services, Inc.
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 20241015142551NAL0056655202001) for 403b Thrift Plan For Diversified Home Services, Inc., reported by Healthalliance Home Health And Hospice, Inc. under EIN 04-2932308 and plan number 003. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142551NAL0056655202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthalliance Home Health And Hospice, Inc.
- EIN
- 04-2932308
- Plan number
- 003
- Location
- Leominster, MA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,258,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,258,817
- Employer contributions
- $123,247
- Participant contributions
- $249,076
- Total income / additions
- $1,399,120
- Benefits paid
- $594,488
- Administrative expenses
- $23,709
- Total expenses
- $618,197
- Net increase / (decrease)
- $780,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohnreznick Llp | AUDITOR | $19,215 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $4,244 | $0 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $220 | not reported in the loaded dataset |
| Strategic Advisors | INVESTMENT ADVISOR | $30 | not reported in the loaded dataset |