2023 Form 5500 filing — H&Co Llp 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 20241015133433NAL0016501859001) for H&Co Llp 401(K) Plan, reported by H&Co Llp under EIN 47-2427769 and plan number 002. It reports 179 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)$4MReported net assets$4,045,007
Participants179
Provider compensation$13.6K1 Schedule C row(s)$13,600
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015133433NAL0016501859001
Plan sponsor
H&Co Llp
EIN
47-2427769
Plan number
002
Location
Coral Gables, FL
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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$521.4K
Benefits paid / distributions$509.4K
Contributions
Employer$256.9K
Participant$369.6K
Full reported line items
Total assets (EOY)
$4,045,007
Total liabilities (EOY)
$0
Net assets (EOY)
$4,045,007
Employer contributions
$256,872
Participant contributions
$369,575
Total income / additions
$1,305,259
Benefits paid
$509,353
Administrative expenses
$13,600
Total expenses
$521,398
Net increase / (decrease)
$783,861
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $13.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133433NAL0016501859001 cover?
It is the 2023 Form 5500 filing for H&Co Llp 401(K) Plan, reported by H&Co Llp (EIN 47-2427769).
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).

Related Form 5500 pages