Plan5500

High Point Treatment Center, Inc. 403(B) Plan — Form 5500 plan (High Point Treatment 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, High Point Treatment Center, Inc. 403(B) Plan is a benefit plan reported by High Point Treatment Center, Inc. under EIN 04-3357938 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,325 participants and $9,317,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
High Point Treatment Center, Inc.
EIN
04-3357938
Plan number
002
Plan type
2
Location
New Bedford, MA
Latest filing year
2023
Participants
1,325
End-of-year plan assets
$9,317,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,325H, C20240926105037NAL0000321859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,317,519
Net assets (EOY)
$9,317,519
Net assets (BOY)
$6,863,154

Income & contributions

Employer contributions
$450,392
Participant contributions
$1,651,168
Total contributions
$2,174,241
Total income / additions
$3,461,264

Expenses & distributions

Benefits paid
$914,658
Administrative expenses
$89,638
Total expenses
$1,006,899
Net increase / (decrease)
$2,454,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$60,870$02023
Mma Securities LLCADVISOR$28,767not reported in the loaded dataset2023

Related Form 5500 pages