2023 Form 5500 filing — Retirement Savings Plan For Employees Of Hibbert Company
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 20241014073725NAL0045221120001) for Retirement Savings Plan For Employees Of Hibbert Company, reported by The Hibbert Company under EIN 21-0475335 and plan number 001. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073725NAL0045221120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Hibbert Company
- EIN
- 21-0475335
- Plan number
- 001
- Location
- Trenton, NJ
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,759,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,759,043
- Employer contributions
- $375,529
- Participant contributions
- $2,011,716
- Total income / additions
- $9,674,373
- Benefits paid
- $4,675,666
- Administrative expenses
- $113,424
- Total expenses
- $4,843,584
- Net increase / (decrease)
- $4,830,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,438 | $0 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $55,986 | $13 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |