Honorbridge Retirement Plan — Form 5500 plan (Honorbridge)
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, Honorbridge Retirement Plan is a benefit plan reported by Honorbridge under EIN 58-1627444 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $27,726,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Honorbridge
- EIN
- 58-1627444
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, NC
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $27,726,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20250408123536NAL0009975683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,726,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,726,995
- Net assets (BOY)
- $23,805,990
Income & contributions
- Employer contributions
- $1,216,923
- Participant contributions
- $1,318,626
- Total contributions
- $2,781,523
- Total income / additions
- $6,269,673
Expenses & distributions
- Benefits paid
- $2,302,901
- Administrative expenses
- $37,884
- Total expenses
- $2,348,668
- Net increase / (decrease)
- $3,921,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus, LLC | NONE | $32,330 | $0 | 2023 |
| Valic Retirement Services Company | ADVISOR | $5,505 | not reported in the loaded dataset | 2023 |