The Hc Companies, Inc. 401(K) Plan — Form 5500 plan (The Hc Companies, 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, The Hc Companies, Inc. 401(K) Plan is a benefit plan reported by The Hc Companies, Inc. under EIN 47-2709414 and plan number 001. The latest loaded filing year is 2023. The filing reports 729 participants and $24,237,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Hc Companies, Inc.
EIN
47-2709414
Plan number
001
Plan type
2
Location
Twinsburg, OH
Latest filing year
2023
Participants
729
End-of-year plan assets
$24,237,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023729H, C20241015093714NAL0014326643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,237,901
Total liabilities (EOY)
$0
Net assets (EOY)
$24,237,901
Net assets (BOY)
$20,329,089

Income & contributions

Employer contributions
$1,158,416
Participant contributions
$1,861,379
Total contributions
$3,107,505
Total income / additions
$6,659,731

Expenses & distributions

Benefits paid
$2,604,887
Administrative expenses
$146,032
Total expenses
$2,750,919
Net increase / (decrease)
$3,908,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$146,032$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$52,4822023

Related Form 5500 pages