Hmr Acquisition Company, Inc. Financial Freedom 401(K) Plan — Form 5500 plan (Hmr Acquisition Co 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, Hmr Acquisition Company, Inc. Financial Freedom 401(K) Plan is a benefit plan reported by Hmr Acquisition Co Inc under EIN 35-1967464 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,209 participants and $8,300,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hmr Acquisition Co Inc
EIN
35-1967464
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
1,209
End-of-year plan assets
$8,300,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,209H, C20241010145803NAL0034526112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,300,132
Total liabilities (EOY)
$0
Net assets (EOY)
$8,300,132
Net assets (BOY)
$7,466,055

Income & contributions

Employer contributions
$65,513
Participant contributions
$356,925
Total contributions
$424,462
Total income / additions
$1,612,982

Expenses & distributions

Benefits paid
$705,545
Administrative expenses
$73,360
Total expenses
$778,905
Net increase / (decrease)
$834,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$60,628$02023
Retirement Plan Concepts & ServicesCONTRACT ADMIN$15,332$7,5652023

Related Form 5500 pages