2023 Form 5500 filing — Hopkins Investment Vi, LLC Safe Harbor 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 20240626080009NAL0017932722003) for Hopkins Investment Vi, LLC Safe Harbor 401(K) Plan, reported by Hopkins Investment Vi, LLC under EIN 81-4522889 and plan number 001. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$738.2KReported net assets$738,175
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626080009NAL0017932722003
Plan sponsor
Hopkins Investment Vi, LLC
EIN
81-4522889
Plan number
001
Location
Union City, TN
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)$738.2K total assets
Net assets$738.2KLiabilities
Money in vs. money out
Total income / additions$401.1K
Total expenses$65.3K
Benefits paid / distributions$64.9K
Contributions
Employer$94.9K
Participant$189K
Full reported line items
Total assets (EOY)
$738,175
Net assets (EOY)
$738,175
Employer contributions
$94,926
Participant contributions
$189,038
Total income / additions
$401,059
Benefits paid
$64,946
Total expenses
$65,336
Net increase / (decrease)
$335,723

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626080009NAL0017932722003 cover?
It is the 2023 Form 5500 filing for Hopkins Investment Vi, LLC Safe Harbor 401(K) Plan, reported by Hopkins Investment Vi, LLC (EIN 81-4522889).
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