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, Hope Haven, Inc. 403(B) Retirement Plan is a benefit plan reported by Hope Haven, Inc. under EIN 42-0890017 and plan number 002. The latest loaded filing year is 2023. The filing reports 778 participants and $23,103,694 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,103,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,103,694
- Net assets (BOY)
- $19,631,623
Income & contributions
- Employer contributions
- $916,905
- Participant contributions
- $1,245,171
- Total contributions
- $2,225,767
- Total income / additions
- $5,887,526
Expenses & distributions
- Benefits paid
- $2,284,941
- Administrative expenses
- $118,291
- Total expenses
- $2,415,455
- Net increase / (decrease)
- $3,472,071