2023 Form 5500 filing — Hebbler & Giordano, LLC 401(K) Plan

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 20240612132210NAL0059918610001) for Hebbler & Giordano, LLC 401(K) Plan, reported by Hebbler & Giordano LLC under EIN 20-5239735 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,336,554
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240612132210NAL0059918610001
Plan sponsor
Hebbler & Giordano LLC
EIN
20-5239735
Plan number
001
Location
Metairie, LA
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)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$322.5K
Total expenses$288.5K
Benefits paid / distributions$281K
Contributions
Employer$32.5K
Participant$74.5K
Full reported line items
Total assets (EOY)
$1,336,554
Total liabilities (EOY)
$0
Net assets (EOY)
$1,336,554
Employer contributions
$32,460
Participant contributions
$74,494
Total income / additions
$322,500
Benefits paid
$281,043
Administrative expenses
$7,495
Total expenses
$288,538
Net increase / (decrease)
$33,962

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612132210NAL0059918610001 cover?
It is the 2023 Form 5500 filing for Hebbler & Giordano, LLC 401(K) Plan, reported by Hebbler & Giordano LLC (EIN 20-5239735).
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