2023 Form 5500 filing — Hcr 401k 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 20241014165511NAL0027912705001) for Hcr 401k Plan, reported by Homefix Custom Remodeling Corp under EIN 52-1685937 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165511NAL0027912705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homefix Custom Remodeling Corp
- EIN
- 52-1685937
- Plan number
- 001
- Location
- Laurel, MD
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,643,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,643,698
- Employer contributions
- $204,256
- Participant contributions
- $532,230
- Total income / additions
- $1,331,180
- Benefits paid
- $300,596
- Administrative expenses
- $30,400
- Total expenses
- $334,548
- Net increase / (decrease)
- $996,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $13,593 | $0 |
| Osaic Weallth Inc. | INVESTMENT ADVISOR | $11,792 | $0 |
| Prime Benefits, Inc | CONTRACT ADMIN | $1,950 | $2,948 |
| Empower Advisory Group | INVESTMENT MGR | $3,349 | $0 |
| Gwfs Equities Inc. | INVESTMENT PROVIDER | $93 | $0 |