2023 Form 5500 filing — Hg 401(K) 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 20240916152620NAL0002317776001) for Hg 401(K) Plan, reported by Hankey Investment Company Lp under EIN 95-4361557 and plan number 001. It reports 4,128 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)$91.7MReported net assets$91,726,612
Participants4.1K4,128
Provider compensation$188.9K3 Schedule C row(s)$188,911
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916152620NAL0002317776001
- Plan sponsor
- Hankey Investment Company Lp
- EIN
- 95-4361557
- Plan number
- 001
- Location
- Los Angeles, CA
- 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)$91.7M total assets
Net assets$91.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $91,726,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,726,612
- Employer contributions
- $3,500
- Participant contributions
- $4,233,283
- Total income / additions
- $16,109,372
- Benefits paid
- $6,604,033
- Administrative expenses
- $188,901
- Total expenses
- $6,838,631
- Net increase / (decrease)
- $9,270,741
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $168,911 | $0 |
| Kobayashi & Company | ACCOUNTANT | $19,990 | $10 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |