2023 Form 5500 filing — John B Hancock 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 20251013175900NAL0002549168001) for John B Hancock 401(K) Plan, reported by Hancock Roofing & Construction, LLC Dba Hancock Claims Consultants under EIN 45-0502441 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251013175900NAL0002549168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hancock Roofing & Construction, LLC Dba Hancock Claims Consultants
- EIN
- 45-0502441
- Plan number
- 001
- Location
- Gilbert, AZ
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,172,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,172,693
- Employer contributions
- $346,444
- Participant contributions
- $613,828
- Total income / additions
- $1,852,431
- Benefits paid
- $968,505
- Administrative expenses
- $30,897
- Total expenses
- $1,006,425
- Net increase / (decrease)
- $846,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $17,423 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,277 | $0 |
| Fiduciary Wise LLC | OTHER | $5,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,197 | not reported in the loaded dataset |