Hupp Family Financial Retirement Plan — Form 5500 plan (Hupp Family Financial, 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 Family Financial Retirement Plan is a benefit plan reported by Hupp Family Financial, Inc. under EIN 47-1680089 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $389,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hupp Family Financial, Inc.
- EIN
- 47-1680089
- Plan number
- 001
- Plan type
- 2
- Location
- North Aurora, IL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $389,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241008141257NAL0017762081001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $389,977
- Net assets (EOY)
- $389,977
- Net assets (BOY)
- $335,936
Income & contributions
- Total income / additions
- $54,041
Expenses & distributions
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $54,041
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.