Hbw 401(K) Plan — Form 5500 plan (Hbw Properties, Inc. Dba Hbw Group)
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, Hbw 401(K) Plan is a benefit plan reported by Hbw Properties, Inc. Dba Hbw Group under EIN 52-0891428 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $11,381,914 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.4MPlan net assets, end of year$11,381,914
Participants140Covered participants reported
Assets / participant$81.3KComputed: assets ÷ participants$81,299 (computed)
Provider compensation$35.2K3 Schedule C provider row(s)$35,212
- Plan sponsor
- Hbw Properties, Inc. Dba Hbw Group
- EIN
- 52-0891428
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240729081242NAL0019116161001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,381,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,381,914
- Net assets (BOY)
- $9,868,336
Income & contributions
- Employer contributions
- $179,084
- Participant contributions
- $754,287
- Total contributions
- $1,163,229
- Total income / additions
- $2,864,395
Expenses & distributions
- Benefits paid
- $1,315,605
- Administrative expenses
- $35,212
- Total expenses
- $1,350,817
- Net increase / (decrease)
- $1,513,578
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | RECORDKEEPER | $14,295 | not reported in the loaded dataset | 2023 |
| Qp Consulting | INVESTMENT ADVISOR | $14,246 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $6,671 | not reported in the loaded dataset | 2023 |