2023 Form 5500 filing — Hilltop Holdings Inc. 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 20241002150439NAL0009039089001) for Hilltop Holdings Inc. 401(K) Plan, reported by Hilltop Holdings Inc. under EIN 84-1477939 and plan number 001. It reports 6,121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002150439NAL0009039089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hilltop Holdings Inc.
- EIN
- 84-1477939
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 6,121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $726,963,425
- Net assets (EOY)
- $726,963,425
- Employer contributions
- $13,230,481
- Participant contributions
- $34,815,527
- Total income / additions
- $165,481,576
- Benefits paid
- $82,965,005
- Administrative expenses
- $411,796
- Total expenses
- $83,422,738
- Net increase / (decrease)
- $82,058,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $358,295 | not reported in the loaded dataset |
| Atwood & Palmer Inc | NONE | $12,058 | not reported in the loaded dataset |
| Financial Designs Corporation | NONE | $8,528 | not reported in the loaded dataset |
| Fisher Investments | NONE | $8,503 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $7,957 | $13 |
| Beaird Harris | NONE | $6,977 | not reported in the loaded dataset |
| Newbury Capital Management LLC | NONE | $6,889 | not reported in the loaded dataset |