2023 Form 5500 filing — Hillis-Carnes Engineering Associates, 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 20241014070408NAL0043738928001) for Hillis-Carnes Engineering Associates, Inc. 401(K) Plan, reported by Hillis-Carnes Engineering Associates, Inc. under EIN 52-1629263 and plan number 001. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014070408NAL0043738928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillis-Carnes Engineering Associates, Inc.
- EIN
- 52-1629263
- Plan number
- 001
- Location
- Annapolis Junction, MD
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,702,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,702,345
- Employer contributions
- $454,053
- Participant contributions
- $1,804,180
- Total income / additions
- $5,878,200
- Benefits paid
- $2,262,733
- Administrative expenses
- $114,624
- Total expenses
- $2,457,505
- Net increase / (decrease)
- $3,420,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,044 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $56,579 | $28 |