2023 Form 5500 filing — Hill Management Services, 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 20241009132107NAL0009247347001) for Hill Management Services, Inc. 401(K) Plan, reported by Hill Management Services, Inc under EIN 52-1723215 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132107NAL0009247347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hill Management Services, Inc
- EIN
- 52-1723215
- Plan number
- 001
- Location
- Hunt Valley, MD
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,226,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,226,550
- Employer contributions
- $202,046
- Participant contributions
- $1,115,280
- Total income / additions
- $2,547,107
- Benefits paid
- $553,533
- Administrative expenses
- $45,202
- Total expenses
- $598,735
- Net increase / (decrease)
- $1,948,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insu | RECORDKEEPER | $24,219 | $0 |
| Tag Resources, LLC | RECORDKEEPER | $14,064 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,252 | $0 |