2023 Form 5500 filing — Hoar Holdings, LLC 401(K) Retirement 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 20241008130430NAL0028630816001) for Hoar Holdings, LLC 401(K) Retirement Plan, reported by Hoar Holdings, LLC under EIN 46-0789358 and plan number 001. It reports 854 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)$109.9MReported net assets$109,929,804
Participants854
Provider compensation$104.6K1 Schedule C row(s)$104,558
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008130430NAL0028630816001
Plan sponsor
Hoar Holdings, LLC
EIN
46-0789358
Plan number
001
Location
Birmingham, AL
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)$109.9M total assets
Net assets$109.9MLiabilities$0
Money in vs. money out
Total income / additions$27.4M
Total expenses$10M
Benefits paid / distributions$9.9M
Contributions
Employer$1.8M
Participant$8.3M
Full reported line items
Total assets (EOY)
$109,929,804
Total liabilities (EOY)
$0
Net assets (EOY)
$109,929,804
Employer contributions
$1,815,000
Participant contributions
$8,348,011
Total income / additions
$27,429,888
Benefits paid
$9,921,747
Administrative expenses
$104,690
Total expenses
$10,026,437
Net increase / (decrease)
$17,403,451
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $104.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008130430NAL0028630816001 cover?
It is the 2023 Form 5500 filing for Hoar Holdings, LLC 401(K) Retirement Plan, reported by Hoar Holdings, LLC (EIN 46-0789358).
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