Hupy And Abraham, S.C. 401(K) Profit Sharing Plan — Form 5500 plan (Hupy And Abraham, S.C.)
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, Hupy And Abraham, S.C. 401(K) Profit Sharing Plan is a benefit plan reported by Hupy And Abraham, S.C. under EIN 39-1211548 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $15,946,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hupy And Abraham, S.C.
- EIN
- 39-1211548
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $15,946,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240924052901NAL0012543457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,946,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,946,152
- Net assets (BOY)
- $13,107,812
Income & contributions
- Employer contributions
- $438,681
- Participant contributions
- $768,135
- Total contributions
- $1,284,674
- Total income / additions
- $3,603,681
Expenses & distributions
- Benefits paid
- $675,417
- Administrative expenses
- $89,924
- Total expenses
- $765,341
- Net increase / (decrease)
- $2,838,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Denali Wealth Management | INVESTMENT ADVISOR | $27,290 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $22,565 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $11,622 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,275 | $0 | 2023 |
| Gwfs Equities Inc. | SHAREHOLDER SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hupy And Abraham, S.C.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Denali Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc. — Schedule C compensation