Hm Clause, 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, Hm Clause, Inc. (EIN 94-1695235) is a plan sponsor located in Davis, CA 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
94-1695235
Location
Davis, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$156,225,931
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$156,225,931

Contributions & income

Employer contributions
$4,255,472
Participant contributions
$4,211,957
Total income / additions
$29,187,125

Expenses & distributions

Benefits paid / distributions
$12,103,230
Total expenses
$12,429,175
Net increase / (decrease)
$16,757,950

Coverage

Total reported participants
1,845
Plans with financial statements
2
Plans with provider compensation
2

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

Hm Clause, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hm. Clause, Inc. 401 (K) Retirement Plan006772$92,200,0612023
Hm/Fm Retirement Plan001629$64,025,8702023
Hm. Clause, Inc. Welfare Benefit Plan506444not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hm Clause, Inc.
YearPlanParticipantsSchedulesFiling
2023Hm. Clause, Inc. 401 (K) Retirement Plan772H, C20241015184802NAL0059239266001
2023Hm/Fm Retirement Plan629H, C20241015191012NAL0015298339001
2023Hm. Clause, Inc. Welfare Benefit Plan44420250131114531NAL0004034000001

Related Form 5500 pages