Plan5500

Hughesleahykarlovic, Inc. 401(K) Plan — Form 5500 plan (Hughesleahykarlovic, 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, Hughesleahykarlovic, Inc. 401(K) Plan is a benefit plan reported by Hughesleahykarlovic, Inc. under EIN 43-1106904 and plan number 002. The latest loaded filing year is 2023. The filing reports 359 participants and $17,954,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hughesleahykarlovic, Inc.
EIN
43-1106904
Plan number
002
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
359
End-of-year plan assets
$17,954,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20241021111653NAL0001376833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,954,172
Total liabilities (EOY)
$0
Net assets (EOY)
$17,954,172
Net assets (BOY)
$15,161,392

Income & contributions

Employer contributions
$300,124
Participant contributions
$1,763,359
Total contributions
$2,227,258
Total income / additions
$5,126,026

Expenses & distributions

Benefits paid
$2,223,185
Administrative expenses
$110,061
Total expenses
$2,333,246
Net increase / (decrease)
$2,792,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tfb Advisors, LLCBROKER DEALER$37,028not reported in the loaded dataset2023
Ameritas Investment Corp.BROKER DEALER$34,467not reported in the loaded dataset2023
The Vanguard Group, Inc.RECORDKEEPER$28,015not reported in the loaded dataset2023
Tax Favored Benefits, IncTPA$19,105not reported in the loaded dataset2023

Related Form 5500 pages