2023 Form 5500 filing — Hughes Anderson Savings & Ps 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 20240812152029NAL0005234227001) for Hughes Anderson Savings & Ps Plan, reported by Hughes Anderson Heat Exchangers, Inc. under EIN 73-0795562 and plan number 001. It reports 186 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)$14.1MReported net assets$14,080,870
Participants186
Provider compensation$19.5K1 Schedule C row(s)$19,464
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240812152029NAL0005234227001
Plan sponsor
Hughes Anderson Heat Exchangers, Inc.
EIN
73-0795562
Plan number
001
Location
Tulsa, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$14.1M total assets
Net assets$14.1MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$677.6K
Participant$609.7K
Full reported line items
Total assets (EOY)
$14,080,870
Total liabilities (EOY)
$0
Net assets (EOY)
$14,080,870
Employer contributions
$677,588
Participant contributions
$609,705
Total income / additions
$3,238,713
Benefits paid
$1,372,559
Administrative expenses
$19,464
Total expenses
$1,392,023
Net increase / (decrease)
$1,846,690
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $19.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812152029NAL0005234227001 cover?
It is the 2023 Form 5500 filing for Hughes Anderson Savings & Ps Plan, reported by Hughes Anderson Heat Exchangers, Inc. (EIN 73-0795562).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages