Herrin-Gear Autoplex 401(K) Plan — Form 5500 plan (Hg Ms Admin, 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, Herrin-Gear Autoplex 401(K) Plan is a benefit plan reported by Hg Ms Admin, LLC under EIN 85-1217877 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $6,066,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hg Ms Admin, LLC
EIN
85-1217877
Plan number
001
Plan type
2
Location
Jackson, MS
Latest filing year
2023
Participants
203
End-of-year plan assets
$6,066,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023203H, C20241014134457NAL0046204224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,066,420
Total liabilities (EOY)
$18,628
Net assets (EOY)
$6,047,792
Net assets (BOY)
$5,035,300

Income & contributions

Employer contributions
$179,933
Participant contributions
$569,103
Total contributions
$749,036
Total income / additions
$1,494,175

Expenses & distributions

Benefits paid
$426,010
Administrative expenses
$37,045
Total expenses
$481,683
Net increase / (decrease)
$1,012,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mwg Retirement Plan ServicesRECORDKEEPING$20,987$02023
Ballew AdvisorsFINANCIAL ADVISOR$16,058not reported in the loaded dataset2023

Related Form 5500 pages