Hubbard Hill Estates 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, Hubbard Hill Estates Inc. (EIN 35-1362157) is a plan sponsor located in Elkhart, IN with 1 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
35-1362157
Location
Elkhart, IN
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hubbard Hill Estates Inc.

  • 4 loaded plans hold $3.1M in reported assets.
  • The largest, Hubbard Hill Estates Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 636 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,113,288
Total reported assets$3.1M$3,113,288
Total reported participants636
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$67.6K
Participant contributions$256.9K
Total income / additions$665.9K
Expenses & distributions
Benefits paid / distributions$390.2K
Total expenses$392.3K
Net increase / (decrease)$273.6K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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 assets100%Hubbard Hill Estates Inc. Retirement Plan
Participants per plan159Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 200 participants · 2023
  2. 2
    Hubbard Hill Estates, Inc. Life Plannot reported in the loaded dataset
    Plan #501 · 165 participants · 2023
  3. 3
    Plan #502 · 165 participants · 2023
  4. 4
    Hubbard Hill Estates, Inc. Medical Plannot reported in the loaded dataset
    Plan #503 · 106 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hubbard Hill Estates Inc.. Open one for its full reported snapshot.

  1. 2023
    Hubbard Hill Estates Inc. Retirement Plan200 participants · 2Sch HSch C
    View filing →
  2. 2023
    Hubbard Hill Estates, Inc. Medical Plan106 participants · 2No schedules
    View filing →
  3. 2023
    Hubbard Hill Estates, Inc. Life Plan165 participants · 2No schedules
    View filing →
  4. 2023
    Hubbard Hill Estates, Inc. Short Term Disability Plan165 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hubbard Hill Estates Inc. report on Form 5500?
Hubbard Hill Estates Inc. (EIN 35-1362157) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hubbard Hill Estates Inc.?
The Employer Identification Number (EIN) reported for Hubbard Hill Estates Inc. is 35-1362157.
What is the latest Form 5500 filing year for Hubbard Hill Estates Inc.?
The latest loaded Form 5500 filing year for Hubbard Hill Estates Inc. is 2023.

Related Form 5500 pages