Hillcrest Contracting, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Hillcrest Contracting, 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, Hillcrest Contracting, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Hillcrest Contracting, Inc. under EIN 33-0084251 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $10,438,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillcrest Contracting, Inc.
- EIN
- 33-0084251
- Plan number
- 002
- Plan type
- 2
- Location
- Corona, CA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $10,438,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20240815155236NAL0007329939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,438,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,438,485
- Net assets (BOY)
- $8,570,624
Income & contributions
- Employer contributions
- $1,122,147
- Participant contributions
- $533,893
- Total contributions
- $1,656,040
- Total income / additions
- $2,957,367
Expenses & distributions
- Benefits paid
- $956,089
- Administrative expenses
- $74,821
- Total expenses
- $1,089,506
- Net increase / (decrease)
- $1,867,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Assurance Llp | AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,315 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $13,755 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,112 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $10,114 | not reported in the loaded dataset | 2023 |
| Accelerated Investment Advisors LLC | INVESTMENT ADVISOR | $7,911 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillcrest Contracting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Corona, CA
- Pension Assurance Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Accelerated Investment Advisors LLC — Schedule C compensation