2023 Form 5500 filing — Hbw 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 20240729081242NAL0019116161001) for Hbw 401(K) Plan, reported by Hbw Properties, Inc. Dba Hbw Group under EIN 52-0891428 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.4MReported net assets$11,381,914
Participants140
Provider compensation$35.2K3 Schedule C row(s)$35,212
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729081242NAL0019116161001
- Plan sponsor
- Hbw Properties, Inc. Dba Hbw Group
- EIN
- 52-0891428
- Plan number
- 001
- Location
- Rockville, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,381,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,381,914
- Employer contributions
- $179,084
- Participant contributions
- $754,287
- Total income / additions
- $2,864,395
- Benefits paid
- $1,315,605
- Administrative expenses
- $35,212
- Total expenses
- $1,350,817
- Net increase / (decrease)
- $1,513,578
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | RECORDKEEPER | $14,295 | not reported in the loaded dataset |
| Qp Consulting | INVESTMENT ADVISOR | $14,246 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $6,671 | not reported in the loaded dataset |