2023 Form 5500 filing — Helen Ross Mcnabb Center, Inc., Retirement 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 20250409151625NAL0022404385001) for Helen Ross Mcnabb Center, Inc., Retirement Plan, reported by Helen Ross Mcnabb Center, Inc. under EIN 62-0548914 and plan number 002. It reports 1,704 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)$69MReported net assets$68,988,537

Participants1.7K1,704

Provider compensation$99.2K1 Schedule C row(s)$99,223

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250409151625NAL0022404385001
Plan sponsor: Helen Ross Mcnabb Center, Inc.
EIN: 62-0548914
Plan number: 002
Location: Knoxville, TN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$69M total assets

Net assets$69MLiabilities$0

Money in vs. money out

Total income / additions$14.5M

Total expenses$2.7M

Benefits paid / distributions$2.6M

Contributions

Employer$2.3M

Participant$2.8M

Full reported line items

Total assets (EOY): $68,988,537
Total liabilities (EOY): $0
Net assets (EOY): $68,988,537
Employer contributions: $2,294,613
Participant contributions: $2,794,938
Total income / additions: $14,548,880
Benefits paid: $2,555,362
Administrative expenses: $99,224
Total expenses: $2,674,858
Net increase / (decrease): $11,874,022

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
The Trust Company Of Tennessee$99.2K
NONE · Direct $99.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250409151625NAL0022404385001 cover?: It is the 2023 Form 5500 filing for Helen Ross Mcnabb Center, Inc., Retirement Plan, reported by Helen Ross Mcnabb Center, Inc. (EIN 62-0548914).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).