Huron Area Center For Independence 403(B) Plan — Form 5500 plan (Huron Area Center For Independence)
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, Huron Area Center For Independence 403(B) Plan is a benefit plan reported by Huron Area Center For Independence under EIN 46-0326401 and plan number 002. The latest loaded filing year is 2023. The filing reports 255 participants and $14,362,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huron Area Center For Independence
- EIN
- 46-0326401
- Plan number
- 002
- Plan type
- 2
- Location
- Huron, SD
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $14,362,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241014151109NAL0054127602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,362,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,362,649
- Net assets (BOY)
- $11,704,376
Income & contributions
- Employer contributions
- $570,244
- Participant contributions
- $680,494
- Total contributions
- $1,437,035
- Total income / additions
- $3,652,920
Expenses & distributions
- Benefits paid
- $932,546
- Administrative expenses
- $62,101
- Total expenses
- $994,647
- Net increase / (decrease)
- $2,658,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Financial LLC | NONE | $52,024 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | NONE | $5,202 | not reported in the loaded dataset | 2023 |