2023 Form 5500 filing — Nai Hiffman 401k 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 20240918120554NAL0004300849001) for Nai Hiffman 401k Plan, reported by Hiffman Shaffer Associates, Inc. under EIN 36-4333797 and plan number 001. It reports 225 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)$9.6MReported net assets$9,563,325
Participants225
Provider compensation$58.4K2 Schedule C row(s)$58,420
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918120554NAL0004300849001
Plan sponsor
Hiffman Shaffer Associates, Inc.
EIN
36-4333797
Plan number
001
Location
Oakbrook Terrace, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.6M total assets
Net assets$9.6MLiabilities
Money in vs. money out
Total income / additions$3.1M
Total expenses$772.2K
Benefits paid / distributions$713.7K
Contributions
Employer$286.3K
Participant$1.2M
Full reported line items
Total assets (EOY)
$9,563,325
Net assets (EOY)
$9,563,325
Employer contributions
$286,313
Participant contributions
$1,209,555
Total income / additions
$3,123,271
Benefits paid
$713,731
Administrative expenses
$58,420
Total expenses
$772,151
Net increase / (decrease)
$2,351,120
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $38.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY PLAN · Direct $20K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918120554NAL0004300849001 cover?
It is the 2023 Form 5500 filing for Nai Hiffman 401k Plan, reported by Hiffman Shaffer Associates, Inc. (EIN 36-4333797).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages