Hopephl 401(K) Plan — Form 5500 plan (Hopephl)
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, Hopephl 401(K) Plan is a benefit plan reported by Hopephl under EIN 23-2017882 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $3,627,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hopephl
- EIN
- 23-2017882
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $3,627,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241015133240NAL0028586961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,627,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,627,705
- Net assets (BOY)
- $3,462,482
Income & contributions
- Employer contributions
- $189,825
- Participant contributions
- $229,010
- Total contributions
- $422,115
- Total income / additions
- $863,083
Expenses & distributions
- Benefits paid
- $693,960
- Administrative expenses
- $3,900
- Total expenses
- $697,860
- Net increase / (decrease)
- $165,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cadaret Grant & Co Inc | SERVICE PROVIDER | $0 | $11,817 | 2023 |