2023 Form 5500 filing — Hub Pen Company, LLC 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 20250909150016NAL0012934787001) for Hub Pen Company, LLC 401(K) Plan, reported by Hub Pen Company, LLC under EIN 04-2315066 and plan number 002. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250909150016NAL0012934787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hub Pen Company, LLC
- EIN
- 04-2315066
- Plan number
- 002
- Location
- Braintree, MA
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,932,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,932,969
- Employer contributions
- $480,023
- Participant contributions
- $413,353
- Total income / additions
- $3,583,166
- Benefits paid
- $643,036
- Administrative expenses
- $2,796
- Total expenses
- $645,832
- Net increase / (decrease)
- $2,937,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $2,796 | $0 |