Plan5500

Advocates For Human Potential, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Advocates For Human Potential, 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, Advocates For Human Potential, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Advocates For Human Potential, Inc. under EIN 04-2909410 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $19,488,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advocates For Human Potential, Inc.
EIN
04-2909410
Plan number
001
Plan type
2
Location
Sudbury, MA
Latest filing year
2023
Participants
235
End-of-year plan assets
$19,488,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241013132525NAL0050643922001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,488,932
Net assets (EOY)
$19,488,932
Net assets (BOY)
$16,924,206

Income & contributions

Employer contributions
$623,615
Participant contributions
$2,052,005
Total contributions
$2,823,223
Total income / additions
$5,645,027

Expenses & distributions

Benefits paid
$3,019,858
Administrative expenses
$54,583
Total expenses
$3,080,301
Net increase / (decrease)
$2,564,726

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$42,596$02023
Mma Securities LLCINVESTMENT ADVISOR$15,000not reported in the loaded dataset2023
Compass 360CONTRACT ADMIN/TPA$1,425not reported in the loaded dataset2023

Related Form 5500 pages