Plan5500

Hakes Brothers, LLC 401(K) Profit-Sharing Plan And Trust — Form 5500 plan (Hb Administration, 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, Hakes Brothers, LLC 401(K) Profit-Sharing Plan And Trust is a benefit plan reported by Hb Administration, Inc. under EIN 83-2902778 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $7,741,105 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hb Administration, Inc.
EIN
83-2902778
Plan number
001
Plan type
2
Location
Las Cruces, NM
Latest filing year
2023
Participants
166
End-of-year plan assets
$7,741,105

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20241011114928NAL0012440435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,741,105
Total liabilities (EOY)
$0
Net assets (EOY)
$7,741,105
Net assets (BOY)
$4,972,774

Income & contributions

Employer contributions
$1,098,128
Participant contributions
$668,875
Total contributions
$1,810,242
Total income / additions
$3,636,360

Expenses & distributions

Benefits paid
$838,244
Administrative expenses
$25,638
Total expenses
$868,029
Net increase / (decrease)
$2,768,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$25,637$02023
Td Ameritrade, Inc.SECURITES BROKER$0$02023

Related Form 5500 pages