Retirement Plan For Employees Of Howardcenter — Form 5500 plan (Howard Center)

Plain-English plan 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, Retirement Plan For Employees Of Howardcenter is a benefit plan reported by Howard Center under EIN 03-0179433 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,835 participants and $97,558,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Howard Center
EIN
03-0179433
Plan number
002
Plan type
2
Location
Burlington, VT
Latest filing year
2023
Participants
1,835
End-of-year plan assets
$97,558,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,835H, C20241015083650NAL0048508032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,558,130
Total liabilities (EOY)
$0
Net assets (EOY)
$97,558,130
Net assets (BOY)
$79,559,832

Income & contributions

Employer contributions
$4,282,865
Participant contributions
$4,188,675
Total contributions
$10,234,595
Total income / additions
$24,397,021

Expenses & distributions

Benefits paid
$6,269,330
Administrative expenses
$111,591
Total expenses
$6,398,723
Net increase / (decrease)
$17,998,298

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$111,591$02023

Related Form 5500 pages