2023 Form 5500 filing — Hpi Real Estate 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 20241015113737NAL0049064800001) for Hpi Real Estate 401(K) Plan, reported by Hpi Real Estate Management, Inc. under EIN 74-2695248 and plan number 001. It reports 238 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)$22.7MReported net assets$22,708,241

Participants238

Provider compensation$48.5K3 Schedule C row(s)$48,463

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015113737NAL0049064800001
Plan sponsor: Hpi Real Estate Management, Inc.
EIN: 74-2695248
Plan number: 001
Location: Austin, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$22.7M total assets

Net assets$22.7MLiabilities$0

Money in vs. money out

Total income / additions$5.8M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$703.7K

Participant$1.7M

Full reported line items

Total assets (EOY): $22,708,241
Total liabilities (EOY): $0
Net assets (EOY): $22,708,241
Employer contributions: $703,710
Participant contributions: $1,693,266
Total income / additions: $5,756,935
Benefits paid: $1,625,398
Administrative expenses: $12,327
Total expenses: $1,637,725
Net increase / (decrease): $4,119,210

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ubs Financial Services Inc$36.1K
INVESTMENT ADVISORY · Direct $0 · Indirect $36.1K
2
Principal Life Insurance Company$12.3K
CONTRACT ADMINISTRATOR · Direct $12.3K · Indirect $0
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113737NAL0049064800001 cover?: It is the 2023 Form 5500 filing for Hpi Real Estate 401(K) Plan, reported by Hpi Real Estate Management, Inc. (EIN 74-2695248).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).