Outer Cape Health Services, Inc. 403(B) Plan (Plan 001) — Form 5500 plan (Outer Cape Health Services, 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, Outer Cape Health Services, Inc. 403(B) Plan (Plan 001) is a benefit plan reported by Outer Cape Health Services, Inc. under EIN 04-2509828 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $8,364,999 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Outer Cape Health Services, Inc.
EIN
04-2509828
Plan number
001
Plan type
2
Location
Harwich Port, MA
Latest filing year
2023
Participants
272
End-of-year plan assets
$8,364,999

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241015130218NAL0014678947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,364,999
Total liabilities (EOY)
$0
Net assets (EOY)
$8,364,999
Net assets (BOY)
$6,327,472

Income & contributions

Employer contributions
$124,965
Participant contributions
$746,523
Total contributions
$1,055,597
Total income / additions
$2,183,180

Expenses & distributions

Benefits paid
$124,822
Administrative expenses
$18,760
Total expenses
$145,653
Net increase / (decrease)
$2,037,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Hays Financial Group, LLCINVESTMENT ADVISOR$27,046not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$930not reported in the loaded dataset2023

Related Form 5500 pages