Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan — Form 5500 plan (Hepatitis B Foundation)
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, Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan is a benefit plan reported by Hepatitis B Foundation under EIN 23-2655669 and plan number 001. The latest loaded filing year is 2023. The filing reports 73 participants and $5,827,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hepatitis B Foundation
- EIN
- 23-2655669
- Plan number
- 001
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 73
- End-of-year plan assets
- $5,827,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 73 | I | 20240816102032NAL0014171249001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,827,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,827,945
- Net assets (BOY)
- $4,323,556
Income & contributions
- Employer contributions
- $135,338
- Participant contributions
- $624,083
- Total income / additions
- $1,552,014
Expenses & distributions
- Benefits paid
- $42,582
- Administrative expenses
- $5,043
- Total expenses
- $47,625
- Net increase / (decrease)
- $1,504,389
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.