2023 Form 5500 filing — Hope House Foundation, Inc. 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 20250411095113NAL0046071746001) for Hope House Foundation, Inc. 401(K) Profit Sharing Plan, reported by Hope House Foundation, Inc. under EIN 54-0804383 and plan number 002. It reports 214 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)$8.8MReported net assets$8,763,208

Participants214

Provider compensation$58K3 Schedule C row(s)$57,989

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250411095113NAL0046071746001
Plan sponsor: Hope House Foundation, Inc.
EIN: 54-0804383
Plan number: 002
Location: Norfolk, VA
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)$8.8M total assets

Net assets$8.8MLiabilities$24.8K

Money in vs. money out

Total income / additions$1.8M

Total expenses$1.8M

Benefits paid / distributions$1.8M

Contributions

Employer$431.1K

Participant$138.1K

Full reported line items

Total assets (EOY): $8,788,027
Total liabilities (EOY): $24,819
Net assets (EOY): $8,763,208
Employer contributions: $431,050
Participant contributions: $138,116
Total income / additions: $1,752,294
Benefits paid: $1,785,950
Administrative expenses: $57,989
Total expenses: $1,843,939
Net increase / (decrease): -$91,645

Schedule C

Reported service provider compensation

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

1
Ubs Financial Services Inc$20.5K
INVESTMENT ADVISOR · Direct $20.5K
2
Bdo Usa, Llp$19.5K
THIRD PARTY ADMIN · Direct $19.5K
3
Capital Group Retirement Plan Servi$18K
RECORDKEEPER · Direct $18K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411095113NAL0046071746001 cover?: It is the 2023 Form 5500 filing for Hope House Foundation, Inc. 401(K) Profit Sharing Plan, reported by Hope House Foundation, Inc. (EIN 54-0804383).
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).