2023 Form 5500 filing — Hubbard & Drake General/Mechanical Contractors, Inc. 401(K) Psp

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 20240906083255NAL0001393136001) for Hubbard & Drake General/Mechanical Contractors, Inc. 401(K) Psp, reported by Hubbard & Drake General/Mechanical Contractors, Inc. under EIN 63-0887505 and plan number 003. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240906083255NAL0001393136001
Filing year
2023
Form type
2
Plan sponsor
Hubbard & Drake General/Mechanical Contractors, Inc.
EIN
63-0887505
Plan number
003
Location
Decatur, AL
Participants
121
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,130,436
Total liabilities (EOY)
$0
Net assets (EOY)
$6,130,436
Employer contributions
$246,575
Participant contributions
$442,821
Total income / additions
$1,469,674
Benefits paid
$465,489
Administrative expenses
$48,347
Total expenses
$513,836
Net increase / (decrease)
$955,838
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fcg Investment CompanyRIA$21,693not reported in the loaded dataset

Related Form 5500 pages