2023 Form 5500 filing — Hope Network Employee 403(B) 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 20241011084456NAL0010738931001) for Hope Network Employee 403(B) Plan, reported by Hope Network under EIN 38-6108186 and plan number 002. It reports 4,292 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)$49.1MReported net assets$49,077,994
Participants4.3K4,292
Provider compensation$176.2K3 Schedule C row(s)$176,233
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011084456NAL0010738931001
Plan sponsor
Hope Network
EIN
38-6108186
Plan number
002
Location
Grand Rapids, MI
Received date
not reported in the loaded dataset
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)$49.1M total assets
Net assets$49.1MLiabilities$0
Money in vs. money out
Total income / additions$11.4M
Total expenses$4.2M
Benefits paid / distributions$4M
Contributions
Employer$665.1K
Participant$2.8M
Full reported line items
Total assets (EOY)
$49,077,994
Total liabilities (EOY)
$0
Net assets (EOY)
$49,077,994
Employer contributions
$665,136
Participant contributions
$2,849,430
Total income / additions
$11,403,065
Benefits paid
$3,970,512
Administrative expenses
$180,407
Total expenses
$4,193,468
Net increase / (decrease)
$7,209,597

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$147,484$0
Envestnet Retirement Solutions, LLCINVESTMENT ADVISORY$25,782not reported in the loaded dataset
Verdant Graphics LLCSERVICE PROVIDER$2,967not reported in the loaded dataset

Related Form 5500 pages