Heaven'S Hands Community Services, Inc. 403(B) Plan — Form 5500 plan (Heaven'S Hands Community Services, 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, Heaven'S Hands Community Services, Inc. 403(B) Plan is a benefit plan reported by Heaven'S Hands Community Services, Inc. under EIN 20-0225064 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $1,736,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heaven'S Hands Community Services, Inc.
- EIN
- 20-0225064
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, NY
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $1,736,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241010085201NAL0019828737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,736,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,736,172
- Net assets (BOY)
- $1,479,083
Income & contributions
- Employer contributions
- $103,705
- Participant contributions
- $121,861
- Total contributions
- $225,566
- Total income / additions
- $416,414
Expenses & distributions
- Benefits paid
- $149,494
- Administrative expenses
- $7,806
- Total expenses
- $159,325
- Net increase / (decrease)
- $257,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $6,584 | $0 | 2023 |
| United Benefit Pensions Inc. | CONTRACT ADMIN | $1,500 | $1,504 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $1,916 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,319 | $0 | 2023 |
| Everen Securities Inc. | BROKER/ADVISO R | $0 | $499 | 2023 |
| Wells Fargo Advisors LLC | BROKER/ADVISO R | $0 | $499 | 2023 |
| Morningstar Inc Morningstar Assoc L | OTHER | $299 | $0 | 2023 |
| Wells Fargo Advisors LLC | OTHER | $2 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heaven'S Hands Community Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Glendale, NY
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- United Benefit Pensions Inc. — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Everen Securities Inc. — Schedule C compensation
- Morningstar Inc Morningstar Assoc L — Schedule C compensation