Plan5500

Hot Springs Village Property Owners' Association 401(K) Plan — Form 5500 plan (Hot Springs Village Property Owners' Association)

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, Hot Springs Village Property Owners' Association 401(K) Plan is a benefit plan reported by Hot Springs Village Property Owners' Association under EIN 71-0415652 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $9,516,604 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.5MPlan net assets, end of year$9,516,604
Participants295Covered participants reported
Assets / participant$32.3KComputed: assets ÷ participants$32,260 (computed)
Provider compensation$57.2K2 Schedule C provider row(s)$57,178
Plan sponsor
Hot Springs Village Property Owners' Association
EIN
71-0415652
Plan number
002
Plan type
2
Location
Hot Springs Village, AR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241014204744NAL0028259201001
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)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$618.3K
Benefits paid / distributions$586.9K
Contributions
Employer$262.2K
Participant$484.5K
Full reported line items

Net assets

Total assets (EOY)
$9,516,604
Total liabilities (EOY)
$0
Net assets (EOY)
$9,516,604
Net assets (BOY)
$8,253,055

Income & contributions

Employer contributions
$262,191
Participant contributions
$484,514
Total contributions
$794,848
Total income / additions
$1,881,853

Expenses & distributions

Benefits paid
$586,900
Administrative expenses
$31,404
Total expenses
$618,304
Net increase / (decrease)
$1,263,549
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.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$31,403$02023
Prime Capital Investment AdvisNONE$25,775not reported in the loaded dataset2023

Related Form 5500 pages