Heath Village Pension Plan — Form 5500 plan (Heath Village)
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, Heath Village Pension Plan is a benefit plan reported by Heath Village under EIN 22-1717575 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $8,626,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heath Village
- EIN
- 22-1717575
- Plan number
- 002
- Plan type
- 2
- Location
- Hackettstown, NJ
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $8,626,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240822091718NAL0004951585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,626,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,626,225
- Net assets (BOY)
- $7,445,587
Income & contributions
- Employer contributions
- $473,471
- Total contributions
- $473,471
- Total income / additions
- $1,614,120
Expenses & distributions
- Benefits paid
- $389,138
- Administrative expenses
- $44,344
- Total expenses
- $433,482
- Net increase / (decrease)
- $1,180,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo | INVESTMENT MGMT | $44,344 | not reported in the loaded dataset | 2023 |