Huckabee & Associates, Inc. 401(K) Plan — Form 5500 plan (Huckabee & Associates, 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, Huckabee & Associates, Inc. 401(K) Plan is a benefit plan reported by Huckabee & Associates, Inc. under EIN 75-2406640 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $32,280,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huckabee & Associates, Inc.
- EIN
- 75-2406640
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $32,280,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20241015143206NAL0014848243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,280,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,280,340
- Net assets (BOY)
- $18,161,449
Income & contributions
- Employer contributions
- $906,891
- Participant contributions
- $2,046,169
- Total contributions
- $3,078,669
- Total income / additions
- $6,947,398
Expenses & distributions
- Benefits paid
- $2,292,037
- Administrative expenses
- $198,849
- Total expenses
- $2,500,232
- Net increase / (decrease)
- $4,447,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commerce Street Investment Advisor | INVESTMENT ADVISOR | $62,206 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,365 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | OTHER | $20,292 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,131 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Huckabee & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Commerce Street Investment Advisor — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation