Happy Money 401(K) Plan — Form 5500 plan (Happy Money, 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, Happy Money 401(K) Plan is a benefit plan reported by Happy Money, Inc. under EIN 26-4419538 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $15,757,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Happy Money, Inc.
- EIN
- 26-4419538
- Plan number
- 001
- Plan type
- 2
- Location
- Tustin, CA
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $15,757,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20241015125222NAL0056232930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,757,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,757,259
- Net assets (BOY)
- $13,813,116
Income & contributions
- Employer contributions
- $609,201
- Participant contributions
- $2,794,208
- Total contributions
- $3,666,721
- Total income / additions
- $6,437,133
Expenses & distributions
- Benefits paid
- $4,363,421
- Administrative expenses
- $121,433
- Total expenses
- $4,492,990
- Net increase / (decrease)
- $1,944,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $65,972 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $50,111 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,349 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Happy Money, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Tustin, CA
- Fidelity Investments Institutional — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation