Hsppr 401(K) Plan — Form 5500 plan (The Humane Society Of The Pikes Peak Region)
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, Hsppr 401(K) Plan is a benefit plan reported by The Humane Society Of The Pikes Peak Region under EIN 84-0410111 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $5,442,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Humane Society Of The Pikes Peak Region
- EIN
- 84-0410111
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $5,442,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20240722062458NAL0005629763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,442,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,442,553
- Net assets (BOY)
- $4,526,646
Income & contributions
- Employer contributions
- $226,711
- Participant contributions
- $417,620
- Total contributions
- $667,215
- Total income / additions
- $1,505,444
Expenses & distributions
- Benefits paid
- $560,336
- Administrative expenses
- $29,201
- Total expenses
- $589,537
- Net increase / (decrease)
- $915,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $21,760 | $0 | 2023 |
| Morgan Stanley Smith Barney Ll | INVESTMENT ADVISOR | $0 | $8,850 | 2023 |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $2,460 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Humane Society Of The Pikes Peak Region
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- Nationwide — Schedule C compensation
- Morgan Stanley Smith Barney Ll — Schedule C compensation
- Fidelity Workplace Services, LLC — Schedule C compensation