2023 Form 5500 filing — Hozhoni Foundation, Inc. Retirement Contribution 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 20240730165938NAL0021241553001) for Hozhoni Foundation, Inc. Retirement Contribution Plan, reported by Hozhoni Foundation, Inc. under EIN 86-0255127 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730165938NAL0021241553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hozhoni Foundation, Inc.
- EIN
- 86-0255127
- Plan number
- 001
- Location
- Flagstaff, AZ
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,873,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,873,459
- Employer contributions
- $37,965
- Participant contributions
- $142,820
- Total income / additions
- $471,841
- Benefits paid
- $399,037
- Administrative expenses
- $5,659
- Total expenses
- $404,696
- Net increase / (decrease)
- $67,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | BUNDLED RECORDKEEPER | $5,320 | $0 |
| Mesirow Fin Investment Mgmt, Inc | 3(21) FIDUCIARY | $339 | not reported in the loaded dataset |