2023 Form 5500 filing — Hupy And Abraham, S.C. 401(K) Profit Sharing 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 20240924052901NAL0012543457001) for Hupy And Abraham, S.C. 401(K) Profit Sharing Plan, reported by Hupy And Abraham, S.C. under EIN 39-1211548 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924052901NAL0012543457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hupy And Abraham, S.C.
- EIN
- 39-1211548
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,946,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,946,152
- Employer contributions
- $438,681
- Participant contributions
- $768,135
- Total income / additions
- $3,603,681
- Benefits paid
- $675,417
- Administrative expenses
- $89,924
- Total expenses
- $765,341
- Net increase / (decrease)
- $2,838,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Denali Wealth Management | INVESTMENT ADVISOR | $27,290 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $22,565 | $0 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $11,622 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,275 | $0 |
| Gwfs Equities Inc. | SHAREHOLDER SERVICES | $0 | $0 |