Hilldrup Moving & Storage 401(K) Plan And Trust — Form 5500 plan (Hilldrup 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, Hilldrup Moving & Storage 401(K) Plan And Trust is a benefit plan reported by Hilldrup Companies, Inc under EIN 54-0661748 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $30,293,357 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$30.3MPlan net assets, end of year$30,293,357
Participants599Covered participants reported
Assets / participant$50.6KComputed: assets ÷ participants$50,573 (computed)
Provider compensation$79.4K2 Schedule C provider row(s)$79,357
- Plan sponsor
- Hilldrup Companies, Inc
- EIN
- 54-0661748
- Plan number
- 001
- Plan type
- 2
- Location
- Stafford, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241014093334NAL0013066403001 |
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)$30.3M total assets
Net assets$30.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $30,293,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,293,357
- Net assets (BOY)
- $26,569,499
Income & contributions
- Employer contributions
- $255,240
- Participant contributions
- $1,955,766
- Total contributions
- $2,750,182
- Total income / additions
- $7,224,679
Expenses & distributions
- Benefits paid
- $3,398,060
- Administrative expenses
- $79,357
- Total expenses
- $3,500,821
- Net increase / (decrease)
- $3,723,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,357 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |