Healthcare Components Group 401(K) Plan — Form 5500 plan (Healthcare Components Group Topco 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 Components Group 401(K) Plan is a benefit plan reported by Healthcare Components Group Topco Inc. under EIN 87-1963357 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $5,178,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthcare Components Group Topco Inc.
- EIN
- 87-1963357
- Plan number
- 001
- Plan type
- 2
- Location
- Wellesley, MA
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $5,178,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20241114151624NAL0018570641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,178,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,178,170
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $220,892
- Participant contributions
- $513,309
- Total contributions
- $771,029
- Total income / additions
- $1,198,609
Expenses & distributions
- Benefits paid
- $1,446,735
- Administrative expenses
- $25,442
- Total expenses
- $1,472,177
- Net increase / (decrease)
- -$273,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | ADVISOR | $13,605 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,837 | not reported in the loaded dataset | 2023 |