Plan5500

Hughes & Coleman LLC 401(K) Plan — Form 5500 plan (Hughes & Coleman Pllc)

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, Hughes & Coleman LLC 401(K) Plan is a benefit plan reported by Hughes & Coleman Pllc under EIN 27-4392229 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $9,551,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hughes & Coleman Pllc
EIN
27-4392229
Plan number
001
Plan type
2
Location
Bowling Green, KY
Latest filing year
2023
Participants
151
End-of-year plan assets
$9,551,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240805112316NAL0001271777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,551,443
Total liabilities (EOY)
$0
Net assets (EOY)
$9,551,443
Net assets (BOY)
$7,813,503

Income & contributions

Employer contributions
$354,615
Participant contributions
$652,157
Total contributions
$1,006,772
Total income / additions
$2,239,615

Expenses & distributions

Benefits paid
$457,738
Administrative expenses
$43,937
Total expenses
$501,675
Net increase / (decrease)
$1,737,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Argi Investment Services LLCADVISOR$19,832not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,373not reported in the loaded dataset2023
Cerity Partners Retirement PlanADVISOR$7,288not reported in the loaded dataset2023

Related Form 5500 pages