Hupp 401(K) Plan — Form 5500 plan (Hupp Electric Motors, 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, Hupp 401(K) Plan is a benefit plan reported by Hupp Electric Motors, Inc. under EIN 42-0654607 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $21,728,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hupp Electric Motors, Inc.
EIN
42-0654607
Plan number
001
Plan type
2
Location
Marion, IA
Latest filing year
2023
Participants
285
End-of-year plan assets
$21,728,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20240807141641NAL0003761921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,728,028
Total liabilities (EOY)
$0
Net assets (EOY)
$21,728,028
Net assets (BOY)
$18,973,736

Income & contributions

Employer contributions
$784,322
Participant contributions
$1,302,425
Total contributions
$2,127,778
Total income / additions
$4,116,162

Expenses & distributions

Benefits paid
$1,332,538
Administrative expenses
$6,500
Total expenses
$1,361,870
Net increase / (decrease)
$2,754,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$6,500$02023

Related Form 5500 pages