John B Hancock 401(K) Plan — Form 5500 plan (Hancock Roofing & Construction, LLC Dba Hancock Claims Consultants)
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, John B Hancock 401(K) Plan is a benefit plan reported by Hancock Roofing & Construction, LLC Dba Hancock Claims Consultants under EIN 45-0502441 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $4,172,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hancock Roofing & Construction, LLC Dba Hancock Claims Consultants
- EIN
- 45-0502441
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $4,172,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20251013175900NAL0002549168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,172,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,172,693
- Net assets (BOY)
- $3,326,687
Income & contributions
- Employer contributions
- $346,444
- Participant contributions
- $613,828
- Total contributions
- $1,250,450
- Total income / additions
- $1,852,431
Expenses & distributions
- Benefits paid
- $968,505
- Administrative expenses
- $30,897
- Total expenses
- $1,006,425
- Net increase / (decrease)
- $846,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $17,423 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,277 | $0 | 2023 |
| Fiduciary Wise LLC | OTHER | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,197 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hancock Roofing & Construction, LLC Dba Hancock Claims Consultants
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Fiduciary Wise LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation