H&L Bloom Inc. 401(K) Profit Sharing Plan — Form 5500 plan (H&L Bloom Inc.)
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, H&L Bloom Inc. 401(K) Profit Sharing Plan is a benefit plan reported by H&L Bloom Inc. under EIN 04-2387034 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $5,047,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H&L Bloom Inc.
- EIN
- 04-2387034
- Plan number
- 001
- Plan type
- 2
- Location
- Taunton, MA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $5,047,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20240917052442NAL0002523393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,047,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,047,831
- Net assets (BOY)
- $4,945,101
Income & contributions
- Employer contributions
- $93,474
- Participant contributions
- $342,051
- Total contributions
- $435,525
- Total income / additions
- $1,174,911
Expenses & distributions
- Benefits paid
- $1,055,531
- Administrative expenses
- $3,044
- Total expenses
- $1,072,181
- Net increase / (decrease)
- $102,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,043 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Cetera Advisor Network | ADVISOR | $0 | $0 | 2023 |