2023 Form 5500 filing — Hispanic Housing Development Corporation 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 20241009135445NAL0010694499001) for Hispanic Housing Development Corporation 401(K)/Retirement Plan, reported by Hispanic Housing Development Corporation under EIN 36-2889871 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135445NAL0010694499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hispanic Housing Development Corporation
- EIN
- 36-2889871
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,814,853
- Total liabilities (EOY)
- $13,978
- Net assets (EOY)
- $6,800,875
- Employer contributions
- $495,322
- Participant contributions
- $255,594
- Total income / additions
- $2,304,469
- Benefits paid
- $2,535,026
- Administrative expenses
- $46,585
- Total expenses
- $2,584,866
- Net increase / (decrease)
- -$280,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,224 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISOR | $17,077 | not reported in the loaded dataset |
| Mesirow Financial Investment Mgmt | INVESTMENT MANAGEMENT | $2,751 | not reported in the loaded dataset |
| Creative Planning Holding Co | INVESTMENT ADVISOR | $1,404 | not reported in the loaded dataset |