Plan5500

Home Buyers Warranty 401(K) Plan — Form 5500 plan (Hbw Holdings, 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, Home Buyers Warranty 401(K) Plan is a benefit plan reported by Hbw Holdings, Inc. under EIN 84-0933217 and plan number 001. The latest loaded filing year is 2023. The filing reports 772 participants and $38,922,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hbw Holdings, Inc.
EIN
84-0933217
Plan number
001
Plan type
2
Location
Aurora, CO
Latest filing year
2023
Participants
772
End-of-year plan assets
$38,922,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023772H, C20241009181412NAL0009453555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,922,183
Total liabilities (EOY)
$0
Net assets (EOY)
$38,922,183
Net assets (BOY)
$32,229,941

Income & contributions

Employer contributions
$1,192,189
Participant contributions
$3,204,644
Total contributions
$4,860,979
Total income / additions
$10,588,119

Expenses & distributions

Benefits paid
$3,755,020
Administrative expenses
$135,743
Total expenses
$3,895,877
Net increase / (decrease)
$6,692,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$85,772$02023
Creative Planning, Inc.INVESTMENT ADVISORY$49,971$292023
Plante & Moran, PllcACCOUNTANT$17,500not reported in the loaded dataset2023

Related Form 5500 pages