2023 Form 5500 filing — Hillcrest Family Services Union And Non-Union 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 20241015163359NAL0050465904001) for Hillcrest Family Services Union And Non-Union 401(K) Plan, reported by Hillcrest Family Services under EIN 42-0680411 and plan number 005. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163359NAL0050465904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillcrest Family Services
- EIN
- 42-0680411
- Plan number
- 005
- Location
- Dubuque, IA
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,617,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,617,550
- Employer contributions
- $271,945
- Participant contributions
- $266,658
- Total income / additions
- $2,129,265
- Benefits paid
- $1,699,968
- Administrative expenses
- $81,686
- Total expenses
- $1,810,318
- Net increase / (decrease)
- $318,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dubuque Bank & Trust | NONE | $71,681 | $0 |