Plan5500

2023 Form 5500 filing — Hillcrest Contracting, Inc. 401(K) Profit Sharing 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 20240815155236NAL0007329939001) for Hillcrest Contracting, Inc. 401(K) Profit Sharing Plan, reported by Hillcrest Contracting, Inc. under EIN 33-0084251 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240815155236NAL0007329939001
Filing year
2023
Form type
2
Plan sponsor
Hillcrest Contracting, Inc.
EIN
33-0084251
Plan number
002
Location
Corona, CA
Participants
160
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,438,485
Total liabilities (EOY)
$0
Net assets (EOY)
$10,438,485
Employer contributions
$1,122,147
Participant contributions
$533,893
Total income / additions
$2,957,367
Benefits paid
$956,089
Administrative expenses
$74,821
Total expenses
$1,089,506
Net increase / (decrease)
$1,867,861
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pension Assurance LlpAUDITOR$17,000not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$15,315not reported in the loaded dataset
Economic Group Pension Services IncCONTRACT ADMIN$13,755not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$13,112$0
Nfp Retirement IncINVESTMENT ADVISOR$10,114not reported in the loaded dataset
Accelerated Investment Advisors LLCINVESTMENT ADVISOR$7,911not reported in the loaded dataset

Related Form 5500 pages