Henry C. Nevins Home Inc.403(B) Plan — Form 5500 plan (Henry C. Nevins Home 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, Henry C. Nevins Home Inc.403(B) Plan is a benefit plan reported by Henry C. Nevins Home Inc. under EIN 04-2676008 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $2,807,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henry C. Nevins Home Inc.
- EIN
- 04-2676008
- Plan number
- 001
- Plan type
- 2
- Location
- Methuen, MA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $2,807,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20240911123045NAL0011930512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,807,990
- Total liabilities (EOY)
- $565
- Net assets (EOY)
- $2,807,425
- Net assets (BOY)
- $2,850,636
Income & contributions
- Participant contributions
- $223,304
- Total contributions
- $244,283
- Total income / additions
- $489,490
Expenses & distributions
- Benefits paid
- $503,111
- Administrative expenses
- $29,590
- Total expenses
- $532,701
- Net increase / (decrease)
- -$43,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services | NONE | $28,617 | $0 | 2023 |
| Compass Retirement Consulting | NONE | $20,275 | $0 | 2023 |
| Royal Alliance Associated | NONE | $7,993 | $0 | 2023 |