2023 Form 5500 filing — Hsppr 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 20240722062458NAL0005629763001) for Hsppr 401(K) Plan, reported by The Humane Society Of The Pikes Peak Region under EIN 84-0410111 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722062458NAL0005629763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Humane Society Of The Pikes Peak Region
- EIN
- 84-0410111
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,442,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,442,553
- Employer contributions
- $226,711
- Participant contributions
- $417,620
- Total income / additions
- $1,505,444
- Benefits paid
- $560,336
- Administrative expenses
- $29,201
- Total expenses
- $589,537
- Net increase / (decrease)
- $915,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $21,760 | $0 |
| Morgan Stanley Smith Barney Ll | INVESTMENT ADVISOR | $0 | $8,850 |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $2,460 | $0 |