2023 Form 5500 filing — Hwg Llp 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 20241011123454NAL0021862385001) for Hwg Llp 401(K) Plan, reported by Hwg Llp under EIN 52-2074718 and plan number 001. It reports 143 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)$64.5MReported net assets$64,479,627

Participants143

Provider compensation$7.4K3 Schedule C row(s)$7,366

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011123454NAL0021862385001
Plan sponsor: Hwg Llp
EIN: 52-2074718
Plan number: 001
Location: Washington, DC
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)$64.5M total assets

Net assets$64.5MLiabilities$0

Money in vs. money out

Total income / additions$13.7M

Total expenses$4.4M

Benefits paid / distributions$4.4M

Contributions

Employer$2.2M

Participant$1.3M

Full reported line items

Total assets (EOY): $64,479,627
Total liabilities (EOY): $0
Net assets (EOY): $64,479,627
Employer contributions: $2,226,527
Participant contributions: $1,329,148
Total income / additions: $13,659,635
Benefits paid: $4,366,765
Administrative expenses: $7,366
Total expenses: $4,374,131
Net increase / (decrease): $9,285,504

Schedule C

Reported service provider compensation

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

1
Capital Group Retirement Plan Svcs.$7.3K
RECORDKEEPER · Direct $7.3K · Indirect $0
2
Charles Schwab & Co, Inc.$51
BROKERAGE FEES · Direct $51 · Indirect $0
3
Td Ameritrade, Inc.$32
BROKERAGE SERVICES · Direct $32 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011123454NAL0021862385001 cover?: It is the 2023 Form 5500 filing for Hwg Llp 401(K) Plan, reported by Hwg Llp (EIN 52-2074718).
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).