2023 Form 5500 filing — Healthpro-Heritage 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 20241022100144NAL0002397441001) for Healthpro-Heritage 401(K) Plan, reported by Health Pro Management Services, LLC under EIN 26-1167226 and plan number 001. It reports 7,943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022100144NAL0002397441001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Health Pro Management Services, LLC
- EIN
- 26-1167226
- Plan number
- 001
- Location
- Hunt Valley, MD
- Participants
- 7,943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,712,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,712,503
- Employer contributions
- $665
- Participant contributions
- $17,304,588
- Total income / additions
- $40,319,984
- Benefits paid
- $17,790,270
- Administrative expenses
- -$21,383
- Total expenses
- $17,951,380
- Net increase / (decrease)
- $22,368,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $49,999 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$71,382 | $0 |