Habilitation Assistance Corporation 401k Plan — Form 5500 plan (Habilitation Assistance Corporation)
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, Habilitation Assistance Corporation 401k Plan is a benefit plan reported by Habilitation Assistance Corporation under EIN 04-2797974 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $8,295,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Habilitation Assistance Corporation
- EIN
- 04-2797974
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $8,295,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250217091225NAL0002999968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,295,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,295,797
- Net assets (BOY)
- $7,576,023
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $339,146
- Total contributions
- $645,906
- Total income / additions
- $1,599,649
Expenses & distributions
- Benefits paid
- $851,466
- Administrative expenses
- $27,966
- Total expenses
- $879,875
- Net increase / (decrease)
- $719,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,966 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Habilitation Assistance Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Plymouth, MA
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation