Facets Lifestyle Conservative — Form 5500 plan (Hand Benefits & Trust Company)
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, Facets Lifestyle Conservative is a benefit plan reported by Hand Benefits & Trust Company under EIN 74-2008758 and plan number 077. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Hand Benefits & Trust Company
- EIN
- 74-2008758
- Plan number
- 077
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240910110944NAL0005568657001 |
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.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $3,600,040
Income & contributions
- Total contributions
- $0
- Total income / additions
- $180,894
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,167
- Total expenses
- $5,167
- Net increase / (decrease)
- $175,727
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.