2023 Form 5500 filing — Hyde Park Partners Retirement Savings Plan & Trust
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 20241015125139NAL0049477328001) for Hyde Park Partners Retirement Savings Plan & Trust, reported by Hyde Park Partners, Inc. under EIN 57-0289702 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125139NAL0049477328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hyde Park Partners, Inc.
- EIN
- 57-0289702
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,266,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,266,623
- Employer contributions
- $404,528
- Participant contributions
- $1,327,354
- Total income / additions
- $5,020,305
- Benefits paid
- $1,469,055
- Administrative expenses
- $41,292
- Total expenses
- $1,510,347
- Net increase / (decrease)
- $3,509,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,191 | $0 |
| Nfp | CONSULTANT | $14,200 | not reported in the loaded dataset |