Hcf Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Hcf Management, Inc. (EIN 20-0085606) is a plan sponsor located in Lima, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0085606
Location
Lima, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$53,050,644
Total reported liabilities (EOY)
$32,372
Total reported net assets (EOY)
$53,018,272

Contributions & income

Employer contributions
$536,667
Participant contributions
$3,062,268
Total income / additions
$12,060,670

Expenses & distributions

Benefits paid / distributions
$5,201,600
Total expenses
$5,450,245
Net increase / (decrease)
$6,610,425

Coverage

Total reported participants
5,662
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Hcf Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hcf Management, Inc. Retirement Incentive Savings Plan0014,214$53,050,6442023
Hcf Management, Inc. Welfare Benefit Plan5021,448not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hcf Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Hcf Management, Inc. Retirement Incentive Savings Plan4,214H, C20241011123946NAL0038743776001
2023Hcf Management, Inc. Welfare Benefit Plan1,44820250430082817NAL0003396770001

Related Form 5500 pages