The Root Center For Advanced Recovery 403(B) Plan — Form 5500 plan (Hartford Dispensary)
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, The Root Center For Advanced Recovery 403(B) Plan is a benefit plan reported by Hartford Dispensary under EIN 06-0646665 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $13,621,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartford Dispensary
- EIN
- 06-0646665
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, CT
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $13,621,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241015112657NAL0055765986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,621,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,621,777
- Net assets (BOY)
- $12,278,481
Income & contributions
- Employer contributions
- $946,773
- Participant contributions
- $669,193
- Total contributions
- $1,655,534
- Total income / additions
- $3,496,728
Expenses & distributions
- Benefits paid
- $2,102,065
- Administrative expenses
- $51,367
- Total expenses
- $2,153,432
- Net increase / (decrease)
- $1,343,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasi Investments, LLC | NONE | $31,541 | not reported in the loaded dataset | 2023 |
| Pasi, LLC | NONE | $10,450 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $9,348 | $0 | 2023 |