2023 Form 5500 filing — H2m Architects + Engineers 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 20241003135702NAL0005758451001) for H2m Architects + Engineers 401(K) Plan, reported by H2m Architects, Engineers, Land Surveying And Landscape Architecture, under EIN 11-2235604 and plan number 002. It reports 689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003135702NAL0005758451001
Filing year
2023
Form type
2
Plan sponsor
H2m Architects, Engineers, Land Surveying And Landscape Architecture,
EIN
11-2235604
Plan number
002
Location
Melville, NY
Participants
689
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$150,439,045
Total liabilities (EOY)
$0
Net assets (EOY)
$150,439,045
Employer contributions
$3,896,124
Participant contributions
$6,234,738
Total income / additions
$34,097,674
Benefits paid
$5,382,909
Administrative expenses
$174,581
Total expenses
$5,571,971
Net increase / (decrease)
$28,525,703
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Acec Retirement TrustOTHER$144,594not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$23,561not reported in the loaded dataset
Empower Life & Annuity Insurance CoRECORDKEEPER$12,226$0
Qdro Consultants Company, LLCCONSULTING$400not reported in the loaded dataset

Related Form 5500 pages