Hpul Savings Plan LLC — Form 5500 plan (Habemco, LLC)

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, Hpul Savings Plan LLC is a benefit plan reported by Habemco, LLC under EIN 83-2117738 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $5,491,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Habemco, LLC
EIN
83-2117738
Plan number
001
Plan type
2
Location
Upper Lake, CA
Latest filing year
2023
Participants
291
End-of-year plan assets
$5,491,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20241014141133NAL0044821968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,491,456
Total liabilities (EOY)
$0
Net assets (EOY)
$5,491,456
Net assets (BOY)
$4,635,514

Income & contributions

Employer contributions
$329,447
Participant contributions
$694,407
Total contributions
$1,092,190
Total income / additions
$1,879,626

Expenses & distributions

Benefits paid
$980,986
Administrative expenses
$38,712
Total expenses
$1,023,684
Net increase / (decrease)
$855,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationRECORDKEEPER$24,034$02023
Global Retirement Partners, LLCADVISOR$12,656not reported in the loaded dataset2023
Cbiz SomersetAUDITOR$2,022not reported in the loaded dataset2023

Related Form 5500 pages