Hudson Financial Advisors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Hudson Financial Advisors, 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, Hudson Financial Advisors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Hudson Financial Advisors, Inc. under EIN 34-1824539 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $4,873,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hudson Financial Advisors, Inc.
- EIN
- 34-1824539
- Plan number
- 001
- Plan type
- 2
- Location
- Streetsboro, OH
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $4,873,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241015081239NAL0014231587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,873,805
- Net assets (EOY)
- $4,873,805
- Net assets (BOY)
- $4,113,765
Income & contributions
- Employer contributions
- $40,082
- Participant contributions
- $93,748
- Total income / additions
- $810,040
Expenses & distributions
- Benefits paid
- $50,000
- Total expenses
- $50,000
- Net increase / (decrease)
- $760,040
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.