2023 Form 5500 filing — Hr, Inc. Dba Simple Hr 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 20241001112615NAL0003220211002) for Hr, Inc. Dba Simple Hr 401(K) Plan, reported by Hr, Inc. Dba Simple Hr under EIN 81-0583874 and plan number 333. It reports 1,776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001112615NAL0003220211002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hr, Inc. Dba Simple Hr
- EIN
- 81-0583874
- Plan number
- 333
- Location
- Destin, FL
- Participants
- 1,776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,961,376
- Net assets (EOY)
- $28,961,376
- Employer contributions
- $1,423,535
- Participant contributions
- $3,274,351
- Total income / additions
- $8,881,554
- Benefits paid
- $1,449,522
- Administrative expenses
- $103,969
- Total expenses
- $1,566,526
- Net increase / (decrease)
- $7,315,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $98,857 | $0 |
| Mesirow Financial, Inc. | ADVISOR | $5,112 | not reported in the loaded dataset |