2023 Form 5500 filing — Hf Group LLC 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 20240924123611NAL0007445795001) for Hf Group LLC 401(K) Plan, reported by Hf Group LLC under EIN 20-4101469 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924123611NAL0007445795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hf Group LLC
- EIN
- 20-4101469
- Plan number
- 001
- Location
- Chesterland, OH
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,134,039
- Total liabilities (EOY)
- $3,750
- Net assets (EOY)
- $10,130,289
- Employer contributions
- $47,767
- Participant contributions
- $318,092
- Total income / additions
- $1,753,884
- Benefits paid
- $421,387
- Administrative expenses
- $32,322
- Total expenses
- $453,709
- Net increase / (decrease)
- $1,300,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Plan Advisors | ADVISOR | $18,283 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $14,039 | $0 |