2023 Form 5500 filing — Humphreys & Partners Architects 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 20241015140637NAL0028702017001) for Humphreys & Partners Architects 401(K) Plan, reported by Humphreys & Partners Architects, L.P. under EIN 75-2378544 and plan number 001. It reports 361 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)$23MReported net assets$22,962,621

Participants361

Provider compensation$62.1K4 Schedule C row(s)$62,074

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015140637NAL0028702017001
Plan sponsor: Humphreys & Partners Architects, L.P.
EIN: 75-2378544
Plan number: 001
Location: Dallas, 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)$23M total assets

Net assets$23MLiabilities$0

Money in vs. money out

Total income / additions$5.3M

Total expenses$2M

Benefits paid / distributions$2M

Contributions

Employer$600.3K

Participant$1.6M

Full reported line items

Total assets (EOY): $22,962,621
Total liabilities (EOY): $0
Net assets (EOY): $22,962,621
Employer contributions: $600,317
Participant contributions: $1,564,680
Total income / additions: $5,336,815
Benefits paid: $2,017,842
Administrative expenses: $21,879
Total expenses: $2,039,338
Net increase / (decrease): $3,297,477

Schedule C

Reported service provider compensation

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

1
Northwestern Mutual Investment Svcs$40.2K
BROKER/ADVISER · Direct $0 · Indirect $40.2K
2
Empower Annuity Insurance Company O$12.2K
RECORDKEEPER · Direct $12.2K · Indirect $0
3
Empower Advisory Group, LLC$5.6K
INVESTMENT MGMT · Direct $5.6K
4
Envestnet Retirement Solutions, LLC$4.1K
OTHER · Direct $4.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015140637NAL0028702017001 cover?: It is the 2023 Form 5500 filing for Humphreys & Partners Architects 401(K) Plan, reported by Humphreys & Partners Architects, L.P. (EIN 75-2378544).
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).