Hx5, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Hx5, 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, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Hx5, LLC under EIN 56-2468829 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,480 participants and $82,672,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hx5, LLC
- EIN
- 56-2468829
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton, FL
- Latest filing year
- 2023
- Participants
- 1,480
- End-of-year plan assets
- $82,672,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,480 | H, C | 20241008163507NAL0034453490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,672,046
- Total liabilities (EOY)
- $544
- Net assets (EOY)
- $82,671,502
- Net assets (BOY)
- $62,692,757
Income & contributions
- Employer contributions
- $4,426,901
- Participant contributions
- $11,787,580
- Total contributions
- $18,436,460
- Total income / additions
- $29,629,964
Expenses & distributions
- Benefits paid
- $9,261,780
- Administrative expenses
- $325,789
- Total expenses
- $9,651,219
- Net increase / (decrease)
- $19,978,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | NONE | $154,424 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $119,371 | not reported in the loaded dataset | 2023 |
| The Pension Center Of Florida, Inc. | NONE | $33,558 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $14,295 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hx5, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Walton, FL
- Empower Annuity Insurance Co Of Am — 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