2023 Form 5500 filing — Hubbell Roth & Clark, 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 20241003102551NAL0010400721001) for Hubbell Roth & Clark, Inc. 401(K) Plan, reported by Hubbell, Roth, & Clark, Inc. under EIN 38-0668370 and plan number 002. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003102551NAL0010400721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hubbell, Roth, & Clark, Inc.
- EIN
- 38-0668370
- Plan number
- 002
- Location
- Bloomfield Hills, MI
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,664,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,664,793
- Employer contributions
- $1,002,625
- Participant contributions
- $2,173,774
- Total income / additions
- $11,709,099
- Benefits paid
- $5,687,072
- Administrative expenses
- $70,590
- Total expenses
- $5,757,662
- Net increase / (decrease)
- $5,951,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acec Retirement Trust | OTHER | $57,133 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,750 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,589 | $0 |