Hx5 Sierra, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Hx5 Sierra, LLC)
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, Hx5 Sierra, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Hx5 Sierra, LLC under EIN 47-1648357 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $22,855,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hx5 Sierra, LLC
- EIN
- 47-1648357
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $22,855,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241008163304NAL0017044401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,855,799
- Total liabilities (EOY)
- $211
- Net assets (EOY)
- $22,855,588
- Net assets (BOY)
- $21,155,046
Income & contributions
- Employer contributions
- $792,335
- Participant contributions
- $1,884,032
- Total contributions
- $2,751,326
- Total income / additions
- $5,813,912
Expenses & distributions
- Benefits paid
- $4,016,409
- Administrative expenses
- $96,961
- Total expenses
- $4,113,370
- Net increase / (decrease)
- $1,700,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | NONE | $40,389 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $36,055 | not reported in the loaded dataset | 2023 |
| The Pension Center Of Florida, Inc. | NONE | $14,449 | $10,000 | 2023 |
| Empower Advisory Group, LLC | NONE | $4,518 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hx5 Sierra, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Walton Beach, FL
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- The Pension Center Of Florida, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation