2023 Form 5500 filing — Ho-Chunk, 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 20241015104855NAL0016173075001) for Ho-Chunk, Inc. 401(K) Plan, reported by Ho-Chunk, Inc. under EIN 47-0784077 and plan number 001. It reports 2,260 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)$71.2MReported net assets$71,221,722
Participants2.3K2,260
Provider compensation$316.4K3 Schedule C row(s)$316,393
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015104855NAL0016173075001
- Plan sponsor
- Ho-Chunk, Inc.
- EIN
- 47-0784077
- Plan number
- 001
- Location
- Winnebago, NE
- Received date
- not reported in the loaded dataset
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)$71.3M total assets
Net assets$71.2MLiabilities$54.4K
Full reported line items
- Total assets (EOY)
- $71,276,101
- Total liabilities (EOY)
- $54,379
- Net assets (EOY)
- $71,221,722
- Employer contributions
- $4,155,117
- Participant contributions
- $9,567,050
- Total income / additions
- $24,463,973
- Benefits paid
- $7,206,933
- Administrative expenses
- $291,922
- Total expenses
- $7,499,015
- Net increase / (decrease)
- $16,964,958
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services, Inc. | NONE | $147,163 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $144,759 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $24,471 |