2023 Form 5500 filing — Hb&A 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 20240628064554NAL0000308080001) for Hb&A LLC 401(K) Plan, reported by Hb&A, LLC under EIN 84-1157467 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,513,150
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240628064554NAL0000308080001
Plan sponsor
Hb&A, LLC
EIN
84-1157467
Plan number
001
Location
Colorado Springs, CO
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$726.5K
Total expenses$24.3K
Benefits paid / distributions$17K
Contributions
Employer$151.7K
Participant$227.1K
Full reported line items
Total assets (EOY)
$2,513,150
Total liabilities (EOY)
$0
Net assets (EOY)
$2,513,150
Employer contributions
$151,708
Participant contributions
$227,118
Total income / additions
$726,528
Benefits paid
$17,000
Administrative expenses
$7,326
Total expenses
$24,326
Net increase / (decrease)
$702,202

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628064554NAL0000308080001 cover?
It is the 2023 Form 5500 filing for Hb&A LLC 401(K) Plan, reported by Hb&A, LLC (EIN 84-1157467).
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