Hubbell Roth & Clark, Inc. 401(K) Plan — Form 5500 plan (Hubbell, Roth, & Clark, 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, Hubbell Roth & Clark, Inc. 401(K) Plan is a benefit plan reported by Hubbell, Roth, & Clark, Inc. under EIN 38-0668370 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $56,664,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hubbell, Roth, & Clark, Inc.
- EIN
- 38-0668370
- Plan number
- 002
- Plan type
- 2
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $56,664,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20241003102551NAL0010400721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,664,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,664,793
- Net assets (BOY)
- $50,713,356
Income & contributions
- Employer contributions
- $1,002,625
- Participant contributions
- $2,173,774
- Total contributions
- $3,435,724
- Total income / additions
- $11,709,099
Expenses & distributions
- Benefits paid
- $5,687,072
- Administrative expenses
- $70,590
- Total expenses
- $5,757,662
- Net increase / (decrease)
- $5,951,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $57,133 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,750 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,589 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hubbell, Roth, & Clark, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bloomfield Hills, MI
- Acec Retirement Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation