2023 Form 5500 filing — Hart Howerton 401(K) Profit Sharing 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 20250114113221NAL0019767537001) for Hart Howerton 401(K) Profit Sharing Plan, reported by Hart Howerton, Ltd. under EIN 94-2787680 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114113221NAL0019767537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hart Howerton, Ltd.
- EIN
- 94-2787680
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,835,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,835,112
- Employer contributions
- $1,720,234
- Participant contributions
- $2,817,814
- Total income / additions
- $11,624,644
- Benefits paid
- $1,123,947
- Administrative expenses
- $61,681
- Total expenses
- $1,185,628
- Net increase / (decrease)
- $10,439,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisers LLC | NONE | $24,393 | $0 |
| Cetera Advisor Networks LLC | NONE | $21,126 | $0 |
| Empower Advisory Group, LLC | NONE | $9,721 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | NONE | $6,000 | not reported in the loaded dataset |