H.N.S. Management Company, Inc. 401(K) Savings Plan — Form 5500 plan (H.N.S. Management Company, 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.N.S. Management Company, Inc. 401(K) Savings Plan is a benefit plan reported by H.N.S. Management Company, Inc. under EIN 06-1002064 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,321 participants and $41,662,577 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.7MPlan net assets, end of year$41,662,577
Participants1.3KCovered participants reported1,321
Assets / participant$31.5KComputed: assets ÷ participants$31,539 (computed)
Provider compensation$4.3K1 Schedule C provider row(s)$4,310
Plan sponsor
H.N.S. Management Company, Inc.
EIN
06-1002064
Plan number
003
Plan type
2
Location
Hartford, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,321H, C20240918114150NAL0002541363001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$41.7M total assets
Net assets$41.7MLiabilities$0
Money in vs. money out
Total income / additions$11.1M
Total expenses$6M
Benefits paid / distributions$6M
Contributions
Employer$0
Participant$4.9M
Full reported line items

Net assets

Total assets (EOY)
$41,662,577
Total liabilities (EOY)
$0
Net assets (EOY)
$41,662,577
Net assets (BOY)
$36,567,028

Income & contributions

Employer contributions
$0
Participant contributions
$4,940,358
Total contributions
$5,463,757
Total income / additions
$11,136,921

Expenses & distributions

Benefits paid
$5,977,348
Administrative expenses
$4,310
Total expenses
$6,041,372
Net increase / (decrease)
$5,095,549
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$4,310$02023

Related Form 5500 pages