2023 Form 5500 filing — Hugel America Inc 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523132831NAL0002503699001) for Hugel America Inc 401(K) Profit Sharing Plan & Trust, reported by Hugel America Inc under EIN 36-4909230 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$777.1KReported net assets$777,101
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240523132831NAL0002503699001
Plan sponsor
Hugel America Inc
EIN
36-4909230
Plan number
001
Location
Irvine, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$777.1K total assets
Net assets$777.1KLiabilities$0
Money in vs. money out
Total income / additions$503.1K
Total expenses$150K
Benefits paid / distributions$143.3K
Contributions
Employer$150.7K
Participant$236.8K
Full reported line items
Total assets (EOY)
$777,101
Total liabilities (EOY)
$0
Net assets (EOY)
$777,101
Employer contributions
$150,736
Participant contributions
$236,789
Total income / additions
$503,062
Benefits paid
$143,269
Administrative expenses
$6,745
Total expenses
$150,014
Net increase / (decrease)
$353,048

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240523132831NAL0002503699001 cover?
It is the 2023 Form 5500 filing for Hugel America Inc 401(K) Profit Sharing Plan & Trust, reported by Hugel America Inc (EIN 36-4909230).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages