2023 Form 5500 filing — Hopewest 403(B) 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 20240820154810NAL0001546067001) for Hopewest 403(B) Plan, reported by Hopewest under EIN 84-1207388 and plan number 001. It reports 537 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)$18.5MReported net assets$18,533,033
Participants537
Provider compensation$112.7K2 Schedule C row(s)$112,687
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240820154810NAL0001546067001
- Plan sponsor
- Hopewest
- EIN
- 84-1207388
- Plan number
- 001
- Location
- Grand Junction, CO
- 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)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,533,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,533,033
- Employer contributions
- $230,143
- Participant contributions
- $1,281,309
- Total income / additions
- $4,782,511
- Benefits paid
- $3,200,740
- Administrative expenses
- $117,268
- Total expenses
- $3,320,079
- Net increase / (decrease)
- $1,462,432
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpine Trust & Asset Management | NONE | $80,509 | $0 |
| Bpas | NONE | $32,178 | $0 |