Hilltop Holdings Inc. 401(K) Plan — Form 5500 plan (Hilltop 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, Hilltop Holdings Inc. 401(K) Plan is a benefit plan reported by Hilltop Holdings Inc. under EIN 84-1477939 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,121 participants and $726,963,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hilltop Holdings Inc.
- EIN
- 84-1477939
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 6,121
- End-of-year plan assets
- $726,963,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,121 | H, C | 20241002150439NAL0009039089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $726,963,425
- Net assets (EOY)
- $726,963,425
- Net assets (BOY)
- $644,904,587
Income & contributions
- Employer contributions
- $13,230,481
- Participant contributions
- $34,815,527
- Total contributions
- $50,669,601
- Total income / additions
- $165,481,576
Expenses & distributions
- Benefits paid
- $82,965,005
- Administrative expenses
- $411,796
- Total expenses
- $83,422,738
- Net increase / (decrease)
- $82,058,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $358,295 | not reported in the loaded dataset | 2023 |
| Atwood & Palmer Inc | NONE | $12,058 | not reported in the loaded dataset | 2023 |
| Financial Designs Corporation | NONE | $8,528 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $8,503 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $7,957 | $13 | 2023 |
| Beaird Harris | NONE | $6,977 | not reported in the loaded dataset | 2023 |
| Newbury Capital Management LLC | NONE | $6,889 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hilltop Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Atwood & Palmer Inc — Schedule C compensation
- Financial Designs Corporation — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Beaird Harris — Schedule C compensation
- Newbury Capital Management LLC — Schedule C compensation