2023 Form 5500 filing — Hodges Management Company, Inc. Employee 401(K) 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 20240909155015NAL0002904995001) for Hodges Management Company, Inc. Employee 401(K) Retirement Plan, reported by Hodges Management Company under EIN 58-2526790 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909155015NAL0002904995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hodges Management Company
- EIN
- 58-2526790
- Plan number
- 001
- Location
- Statesboro, GA
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,994,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,994,569
- Employer contributions
- $16,750
- Participant contributions
- $167,495
- Total income / additions
- $723,757
- Benefits paid
- $69,943
- Administrative expenses
- $2,531
- Total expenses
- $72,474
- Net increase / (decrease)
- $651,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dorsa Consulting Services, Inc. | OTHER SERVICES | $0 | $1,248 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER/INV ADV | $311 | not reported in the loaded dataset |
| Morningstar Investment Management | INVESTMENT ADVISORY-PPTS | $311 | not reported in the loaded dataset |