2023 Form 5500 filing — Acca New England Retirement Savings Plan Fbo Hurley & David, Inc.
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 20240918115423NAL0004521057001) for Acca New England Retirement Savings Plan Fbo Hurley & David, Inc., reported by Hurley And David, Inc. under EIN 04-2272686 and plan number 005. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918115423NAL0004521057001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hurley And David, Inc.
- EIN
- 04-2272686
- Plan number
- 005
- Location
- Springfiled, MA
- Participants
- 33
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $12,902
- Participant contributions
- $121,224
- Total income / additions
- $307,934
- Benefits paid
- $192,914
- Administrative expenses
- $12,930
- Total expenses
- $205,844
- Net increase / (decrease)
- $102,090
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $7,353 | $0 |
| Ubs Financial Svcs Insurance Agency | BROKER/ ADVISER | $0 | $6,193 |
| American Pension Services, LLC. | CONTRACT ADMIN | $4,004 | $1,548 |
| Ifp Advisors, Inc. Dba Independent | INVESTMENT ADVISOR | $1,017 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $531 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MANAGEMENT | $325 | not reported in the loaded dataset |