Healthmark 401(K) Plan — Form 5500 plan (Healthmark Industries Company)
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, Healthmark 401(K) Plan is a benefit plan reported by Healthmark Industries Company under EIN 38-2073977 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $18,723,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthmark Industries Company
- EIN
- 38-2073977
- Plan number
- 001
- Plan type
- 2
- Location
- Fraser, MI
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $18,723,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20241015125554NAL0016435955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,723,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,723,768
- Net assets (BOY)
- $14,939,895
Income & contributions
- Employer contributions
- $822,205
- Participant contributions
- $1,628,877
- Total contributions
- $2,639,250
- Total income / additions
- $5,240,951
Expenses & distributions
- Benefits paid
- $1,380,424
- Administrative expenses
- $76,654
- Total expenses
- $1,457,078
- Net increase / (decrease)
- $3,783,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $78,578 | $0 | 2023 |
| Bowline Financial LLC | INVESTMENT ADVISOR | $47,049 | not reported in the loaded dataset | 2023 |
| The Benefit Advantage Inc | THIRD PARTY ADMINISTRATO | $3,646 | $7,841 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthmark Industries Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Fraser, MI
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Bowline Financial LLC — Schedule C compensation
- The Benefit Advantage Inc — Schedule C compensation