Plan5500

Hodges University, 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, Hodges University, Inc. (EIN 59-6605703) is a plan sponsor located in Fort Myers, FL 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
59-6605703
Location
Fort Myers, FL
Loaded plans
2
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 Hodges University, Inc.

  • 2 loaded plans hold $3.6M in reported assets.
  • The largest, Hodges University Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 490 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,638,394
Total reported assets$3.6M$3,638,394
Total reported participants490
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$406.9K
Participant contributions$98.8K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$113.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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%Hodges University Retirement Plan
Participants per plan245Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Hodges University Retirement Plan$3.6M
    Plan #001 · 230 participants · 2023
  2. 2
    Hodges University, Inc. 403(B) Plan$0
    Plan #002 · 260 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hodges University, Inc.. Open one for its full reported snapshot.

  1. 2023
    Hodges University, Inc. 403(B) Plan260 participants · 2Sch H
    View filing →
  2. 2023
    Hodges University Retirement Plan230 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hodges University, Inc. report on Form 5500?
Hodges University, Inc. (EIN 59-6605703) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hodges University, Inc.?
The Employer Identification Number (EIN) reported for Hodges University, Inc. is 59-6605703.
What is the latest Form 5500 filing year for Hodges University, Inc.?
The latest loaded Form 5500 filing year for Hodges University, Inc. is 2023.

Related Form 5500 pages