Hellman & Friedman Profit Sharing & 401(K) Savings Plan — Form 5500 plan (Hellman & Friedman LLC)
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, Hellman & Friedman Profit Sharing & 401(K) Savings Plan is a benefit plan reported by Hellman & Friedman LLC under EIN 38-3708132 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $83,157,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hellman & Friedman LLC
- EIN
- 38-3708132
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $83,157,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20240918012503NAL0003670209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,157,599
- Net assets (EOY)
- $83,157,599
- Net assets (BOY)
- $66,737,432
Income & contributions
- Employer contributions
- $3,541,764
- Participant contributions
- $2,589,136
- Total contributions
- $6,524,805
- Total income / additions
- $19,716,344
Expenses & distributions
- Benefits paid
- $3,258,023
- Administrative expenses
- $36,824
- Total expenses
- $3,296,177
- Net increase / (decrease)
- $16,420,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $22,789 | not reported in the loaded dataset | 2023 |
| Bny Mellon National Assoc | NONE | $8,658 | not reported in the loaded dataset | 2023 |
| Abacus Wealth Partners LLC | NONE | $5,377 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co,Inc. | NONE | $463 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hellman & Friedman LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Bny Mellon National Assoc — Schedule C compensation
- Abacus Wealth Partners LLC — Schedule C compensation
- Charles Schwab & Co,Inc. — Schedule C compensation