Center For Health Care Strategies 403(B) Retirement Plan — Form 5500 plan (Center For Health Care Strategies, 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, Center For Health Care Strategies 403(B) Retirement Plan is a benefit plan reported by Center For Health Care Strategies, Inc. under EIN 22-3375015 and plan number 003. The latest loaded filing year is 2023. The filing reports 159 participants and $12,792,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Center For Health Care Strategies, Inc.
- EIN
- 22-3375015
- Plan number
- 003
- Plan type
- 2
- Location
- Hamilton, NJ
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $12,792,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20250410133722NAL0011781635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,792,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,792,098
- Net assets (BOY)
- $10,485,619
Income & contributions
- Employer contributions
- $493,617
- Participant contributions
- $552,030
- Total contributions
- $1,079,889
- Total income / additions
- $2,753,977
Expenses & distributions
- Benefits paid
- $414,121
- Administrative expenses
- $33,377
- Total expenses
- $447,498
- Net increase / (decrease)
- $2,306,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | BROKER/ADVISOR | $23,644 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $8,043 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | THIRD PARTY ADMINISTRATO | $1,690 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Center For Health Care Strategies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hamilton, NJ
- Pensionmark Financial Group LLC — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation