2023 Form 5500 filing — Hopewell 401(K) Retirement 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 20250313095132NAL0020596353001) for Hopewell 401(K) Retirement Plan, reported by Hopewell Inc. under EIN 04-2438910 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313095132NAL0020596353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hopewell Inc.
- EIN
- 04-2438910
- Plan number
- 001
- Location
- Dedham, MA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,443,727
- Net assets (EOY)
- $8,443,727
- Employer contributions
- $364,749
- Participant contributions
- $418,504
- Total income / additions
- $1,814,137
- Benefits paid
- $1,082,117
- Administrative expenses
- $3,400
- Total expenses
- $1,085,517
- Net increase / (decrease)
- $728,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | ADVISOR'S BROKER DEALER | $0 | $17,063 |
| Aegis Retirement Partners,LLC | TPA | $0 | $5,785 |