Htc America, Inc. 401(K) Plan — Form 5500 plan (Htc America, 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, Htc America, Inc. 401(K) Plan is a benefit plan reported by Htc America, Inc. under EIN 82-0588689 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $30,875,358 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Htc America, Inc.
EIN
82-0588689
Plan number
001
Plan type
2
Location
Berkeley, CA
Latest filing year
2023
Participants
391
End-of-year plan assets
$30,875,358

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20240710082403NAL0008436371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,875,358
Total liabilities (EOY)
$0
Net assets (EOY)
$30,875,358
Net assets (BOY)
$26,836,174

Income & contributions

Employer contributions
$547,268
Participant contributions
$952,188
Total contributions
$1,499,456
Total income / additions
$6,821,582

Expenses & distributions

Benefits paid
$2,776,040
Administrative expenses
$6,358
Total expenses
$2,782,398
Net increase / (decrease)
$4,039,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementNONE$18,882$02023
Clark Nuber P.S.NONE$18,460not reported in the loaded dataset2023
Matrix TrustNONE$10,672$02023

Related Form 5500 pages