Hcw Management Consultants, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Hcw Management Consultants, 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, Hcw Management Consultants, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Hcw Management Consultants, LLC under EIN 20-5776415 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $2,267,062 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hcw Management Consultants, LLC
EIN
20-5776415
Plan number
001
Plan type
2
Location
Branson, MO
Latest filing year
2023
Participants
184
End-of-year plan assets
$2,267,062

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241010084624NAL0011306755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,267,062
Net assets (EOY)
$2,267,062
Net assets (BOY)
$1,529,473

Income & contributions

Employer contributions
$206,026
Participant contributions
$347,468
Total contributions
$610,773
Total income / additions
$933,603

Expenses & distributions

Benefits paid
$176,885
Administrative expenses
$18,906
Total expenses
$196,014
Net increase / (decrease)
$737,589

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Ret Plan ServicesRECORDKEEPER$10,230$02023
Edward JonesINVESTMENT ADVISOR$8,644$02023
Definiti, LLCCONTRACT ADMINISTRATOR$1,503$02023

Related Form 5500 pages