Plan5500

Hb Performance Systems, 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, Hb Performance Systems, Inc. (EIN 20-2905208) is a plan sponsor located in Mequon, WI with 3 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
20-2905208
Location
Mequon, WI
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.5MSummed across loaded plans$30,549,668
Total reported assets$30.5M$30,549,668
Total reported participants624
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.5M total assets
Net assets$30.5MLiabilities$0
Contributions & income
Employer contributions$159.6K
Participant contributions$1.1M
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets68%Hb Performance Systems, Inc. 401(K) Plan
Participants per plan208Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hb Performance Systems, Inc. 401(K) Plan$20.8M
    Plan #003 · 199 participants · 2023
  2. 2
    Hb Performance Systems, Inc. Defined Benefit Plan$9.8M
    Plan #001 · 249 participants · 2023
  3. 3
    Hb Performance Systems, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 176 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hb Performance Systems, Inc.
YearPlanParticipantsSchedulesFiling
2023Hb Performance Systems, Inc. Health And Welfare Benefit Plan176—20240701154919NAL0004398913001
2023Hb Performance Systems, Inc. 401(K) Plan199H, C20240903123206NAL0018924465001
2023Hb Performance Systems, Inc. Defined Benefit Plan249H, C20241003083157NAL0009634817001

Related Form 5500 pages