Plan5500

Healthcare Appraisers, Inc. Esop — Form 5500 plan (Healthcare Appraisers, 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, Healthcare Appraisers, Inc. Esop is a benefit plan reported by Healthcare Appraisers, Inc. under EIN 36-4343782 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $23,545,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthcare Appraisers, Inc.
EIN
36-4343782
Plan number
002
Plan type
2
Location
Boca Raton, FL
Latest filing year
2023
Participants
129
End-of-year plan assets
$23,545,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20240904103746NAL0019590497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,545,117
Total liabilities (EOY)
$6,288,095
Net assets (EOY)
$17,257,022
Net assets (BOY)
$17,294,856

Income & contributions

Employer contributions
$600,152
Total contributions
$600,152
Total income / additions
$347,023

Expenses & distributions

Benefits paid
$176,239
Administrative expenses
$15,670
Total expenses
$384,857
Net increase / (decrease)
-$37,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ecp Accounting, IncACCOUNTING FEE$8,000not reported in the loaded dataset2023
Blue Ridge Esop AssociatesRECORDKEEPING FEE$7,470not reported in the loaded dataset2023

Related Form 5500 pages