Hillcrest Family Services Union And Non-Union 401(K) Plan — Form 5500 plan (Hillcrest Family Services)
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, Hillcrest Family Services Union And Non-Union 401(K) Plan is a benefit plan reported by Hillcrest Family Services under EIN 42-0680411 and plan number 005. The latest loaded filing year is 2023. The filing reports 412 participants and $9,617,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillcrest Family Services
- EIN
- 42-0680411
- Plan number
- 005
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $9,617,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241015163359NAL0050465904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,617,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,617,550
- Net assets (BOY)
- $9,298,603
Income & contributions
- Employer contributions
- $271,945
- Participant contributions
- $266,658
- Total contributions
- $556,614
- Total income / additions
- $2,129,265
Expenses & distributions
- Benefits paid
- $1,699,968
- Administrative expenses
- $81,686
- Total expenses
- $1,810,318
- Net increase / (decrease)
- $318,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dubuque Bank & Trust | NONE | $71,681 | $0 | 2023 |