Hubbell, Roth And Clark, 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, Hubbell, Roth And Clark, Inc. (EIN 38-0668370) is a plan sponsor located in Bloomfield Hills, MI 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
38-0668370
Location
Bloomfield Hills, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$56,664,793
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$56,664,793

Contributions & income

Employer contributions
$1,002,625
Participant contributions
$2,173,774
Total income / additions
$11,709,099

Expenses & distributions

Benefits paid / distributions
$5,687,072
Total expenses
$5,757,662
Net increase / (decrease)
$5,951,437

Coverage

Total reported participants
650
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

Hubbell, Roth And Clark, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hubbell Roth & Clark, Inc. 401(K) Plan002339$56,664,7932023
Group Insurance Plan Of Hubbell, Roth And Clark, Inc.501311not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hubbell, Roth And Clark, Inc.
YearPlanParticipantsSchedulesFiling
2023Group Insurance Plan Of Hubbell, Roth And Clark, Inc.31120240919202320NAL0003870579001
2023Hubbell Roth & Clark, Inc. 401(K) Plan339H, C20241003102551NAL0010400721001

Related Form 5500 pages