2023 Form 5500 filing — Hodgson Russ 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 20241010143742NAL0020348689001) for Hodgson Russ Retirement Plan, reported by Hodgson Russ Llp under EIN 16-0708550 and plan number 002. It reports 756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143742NAL0020348689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hodgson Russ Llp
- EIN
- 16-0708550
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,945,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,945,833
- Employer contributions
- $7,475,000
- Total income / additions
- $23,429,918
- Benefits paid
- $6,714,675
- Administrative expenses
- $700,685
- Total expenses
- $7,415,360
- Net increase / (decrease)
- $16,014,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Whitegate Investment Counselors, In | INVESTMENT MANAGER | $199,952 | not reported in the loaded dataset |
| Dopkins & Company, Llp | ACCOUNTANT | $15,900 | not reported in the loaded dataset |