2023 Form 5500 filing — Hill Wallack Retirement 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 20240807144521NAL0003638257001) for Hill Wallack Retirement Plan, reported by Hill Wallack Llp under EIN 22-2118088 and plan number 002. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807144521NAL0003638257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hill Wallack Llp
- EIN
- 22-2118088
- Plan number
- 002
- Location
- Princeton, NJ
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,637,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,637,579
- Employer contributions
- $0
- Participant contributions
- $1,349,875
- Total income / additions
- $4,846,096
- Benefits paid
- $2,671,595
- Administrative expenses
- $127,159
- Total expenses
- $2,798,754
- Net increase / (decrease)
- $2,047,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group LLC | OTHER | $112,376 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,783 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |