Plan5500

Hobson & Motzer, Inc. 401k Plan — Form 5500 plan (Hobson & Motzer, 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, Hobson & Motzer, Inc. 401k Plan is a benefit plan reported by Hobson & Motzer, Inc. under EIN 06-0676969 and plan number 002. The latest loaded filing year is 2023. The filing reports 438 participants and $37,961,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hobson & Motzer, Inc.
EIN
06-0676969
Plan number
002
Plan type
2
Location
Durham, CT
Latest filing year
2023
Participants
438
End-of-year plan assets
$37,961,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241014152518NAL0013531331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,961,652
Total liabilities (EOY)
$0
Net assets (EOY)
$37,961,652
Net assets (BOY)
$32,565,767

Income & contributions

Employer contributions
$585,391
Participant contributions
$1,815,216
Total contributions
$2,518,113
Total income / additions
$7,519,982

Expenses & distributions

Benefits paid
$1,988,035
Administrative expenses
$113,398
Total expenses
$2,124,097
Net increase / (decrease)
$5,395,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$113,398$02023
Smith Brothers Financial, LLCINVESTMENT ADVISORY$0$20,0002023
Dimeo SchneiderINVESTMENT ADVISORY$0$17,3902023

Related Form 5500 pages