2023 Form 5500 filing — Htc America, Inc. 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 20240710082403NAL0008436371001) for Htc America, Inc. 401(K) Plan, reported by Htc America, Inc. under EIN 82-0588689 and plan number 001. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710082403NAL0008436371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Htc America, Inc.
- EIN
- 82-0588689
- Plan number
- 001
- Location
- Berkeley, CA
- Participants
- 391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,875,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,875,358
- Employer contributions
- $547,268
- Participant contributions
- $952,188
- Total income / additions
- $6,821,582
- Benefits paid
- $2,776,040
- Administrative expenses
- $6,358
- Total expenses
- $2,782,398
- Net increase / (decrease)
- $4,039,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | NONE | $18,882 | $0 |
| Clark Nuber P.S. | NONE | $18,460 | not reported in the loaded dataset |
| Matrix Trust | NONE | $10,672 | $0 |