2023 Form 5500 filing — Hcp Financial And Management Services 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 20241003060750NAL0009441089001) for Hcp Financial And Management Services 401(K) Plan, reported by Hcp Financial And Management Ser under EIN 41-2160925 and plan number 001. It reports 1,675 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)$7.9MReported net assets$7,925,390
Participants1.7K1,675
Provider compensation$56.2K3 Schedule C row(s)$56,244
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003060750NAL0009441089001
Plan sponsor
Hcp Financial And Management Ser
EIN
41-2160925
Plan number
001
Location
Rolling Meadows, 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)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$542.3K
Benefits paid / distributions$408K
Contributions
Employer$435.4K
Participant$892.9K
Full reported line items
Total assets (EOY)
$7,925,390
Total liabilities (EOY)
$0
Net assets (EOY)
$7,925,390
Employer contributions
$435,409
Participant contributions
$892,933
Total income / additions
$2,398,829
Benefits paid
$407,983
Administrative expenses
$56,245
Total expenses
$542,299
Net increase / (decrease)
$1,856,530
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$56.2K
    RECORD KEEPER · Direct $56.2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003060750NAL0009441089001 cover?
It is the 2023 Form 5500 filing for Hcp Financial And Management Services 401(K) Plan, reported by Hcp Financial And Management Ser (EIN 41-2160925).
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