Richford Health Center, Inc. 401(K) Plan — Form 5500 plan (Richford Health Center, Inc.)
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, Richford Health Center, Inc. 401(K) Plan is a benefit plan reported by Richford Health Center, Inc. under EIN 03-0215982 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $10,235,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richford Health Center, Inc.
- EIN
- 03-0215982
- Plan number
- 001
- Plan type
- 2
- Location
- Richford, VT
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $10,235,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241003125543NAL0017089872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,235,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,235,706
- Net assets (BOY)
- $9,086,948
Income & contributions
- Employer contributions
- $518,162
- Participant contributions
- $980,110
- Total contributions
- $1,586,914
- Total income / additions
- $2,943,709
Expenses & distributions
- Benefits paid
- $1,785,335
- Administrative expenses
- $9,616
- Total expenses
- $1,794,951
- Net increase / (decrease)
- $1,148,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Future Planning Associates Inc | RECORDKEEPER | $11,625 | $0 | 2023 |
| Mcsoley Mccoy & Co | AUDIT | $7,800 | not reported in the loaded dataset | 2023 |
| Transamerica Finanicial Life Ins Co | RECORDKEEPER | $5,084 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Richford Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Richford, VT
- Future Planning Associates Inc — Schedule C compensation
- Mcsoley Mccoy & Co — Schedule C compensation
- Transamerica Finanicial Life Ins Co — Schedule C compensation