2023 Form 5500 filing — Hopewell Fund 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 20241014090751NAL0025789809001) for Hopewell Fund 401(K) Plan, reported by Hopewell Fund under EIN 47-3681860 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090751NAL0025789809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hopewell Fund
- EIN
- 47-3681860
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,022,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,022,455
- Employer contributions
- $826,394
- Participant contributions
- $1,194,542
- Total income / additions
- $3,301,582
- Benefits paid
- $451,111
- Administrative expenses
- $21,142
- Total expenses
- $472,253
- Net increase / (decrease)
- $2,829,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,902 | $0 |
| Three Bell Capital LLC | INVESTMENT ADVISOR | $8,240 | not reported in the loaded dataset |