2023 Form 5500 filing — Hoosier Uplands Economic Development Corporation 403(B) 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 20241030140741NAL0000438323001) for Hoosier Uplands Economic Development Corporation 403(B) Plan, reported by Hoosier Uplands Economic Development Corporation under EIN 35-1115492 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.1MReported net assets$6,098,920
Participants265
Provider compensation$37.3K2 Schedule C row(s)$37,304
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241030140741NAL0000438323001
- Plan sponsor
- Hoosier Uplands Economic Development Corporation
- EIN
- 35-1115492
- Plan number
- 001
- Location
- Mitchell, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,098,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,098,920
- Employer contributions
- $195,428
- Participant contributions
- $271,395
- Total income / additions
- $1,339,129
- Benefits paid
- $286,171
- Administrative expenses
- $37,304
- Total expenses
- $323,475
- Net increase / (decrease)
- $1,015,654
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc. | NONE | $22,554 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $14,750 | not reported in the loaded dataset |