Employees Retirement Plan Of Hubbard LLC — Form 5500 plan (Hubbard LLC)
Plain-English plan 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, Employees Retirement Plan Of Hubbard LLC is a benefit plan reported by Hubbard LLC under EIN 02-0504519 and plan number 011. The latest loaded filing year is 2023. The filing reports 132 participants and $21,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hubbard LLC
- EIN
- 02-0504519
- Plan number
- 011
- Plan type
- 2
- Location
- Pikeville, TN
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $21,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241004101011NAL0005610819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,012
- Net assets (BOY)
- $4,427,166
Income & contributions
- Employer contributions
- $96,662
- Total contributions
- $96,662
- Total income / additions
- $434,629
Expenses & distributions
- Benefits paid
- $4,752,105
- Administrative expenses
- $88,678
- Total expenses
- $4,840,783
- Net increase / (decrease)
- -$4,406,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group, Inc | NONE | $62,015 | not reported in the loaded dataset | 2023 |
| Berry, Dunn, Mcneil, & Parker, LLC | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Mclane Middleton | NONE | $12,271 | not reported in the loaded dataset | 2023 |