Hsg Retirement Plan — Form 5500 plan (Holwell Shuster & Goldberg, Llp)

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, Hsg Retirement Plan is a benefit plan reported by Holwell Shuster & Goldberg, Llp under EIN 45-4222592 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $22,527,318 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holwell Shuster & Goldberg, Llp
EIN
45-4222592
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
144
End-of-year plan assets
$22,527,318

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241015105404NAL0016182803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,527,318
Total liabilities (EOY)
$0
Net assets (EOY)
$22,527,318
Net assets (BOY)
$17,445,208

Income & contributions

Employer contributions
$1,446,142
Participant contributions
$1,497,140
Total contributions
$2,975,695
Total income / additions
$5,993,097

Expenses & distributions

Benefits paid
$868,612
Administrative expenses
$42,375
Total expenses
$910,987
Net increase / (decrease)
$5,082,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial RpcpSERVICE PROVIDER$29,070not reported in the loaded dataset2023
Ascensus LLCSERVICE PROVIDER$13,309$02023
The Angell Pension Group, Inc.TPA$1,390not reported in the loaded dataset2023

Related Form 5500 pages