Hacienda, Inc. Retirement Plan — Form 5500 plan (Hacienda, 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, Hacienda, Inc. Retirement Plan is a benefit plan reported by Hacienda, Inc. under EIN 86-0253158 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $11,995,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hacienda, Inc.
- EIN
- 86-0253158
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $11,995,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20240716175836NAL0005291520002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,995,040
- Net assets (EOY)
- $11,995,040
- Net assets (BOY)
- $11,324,521
Income & contributions
- Employer contributions
- $388,885
- Participant contributions
- $598,589
- Total contributions
- $1,008,565
- Total income / additions
- $2,803,797
Expenses & distributions
- Benefits paid
- $1,979,406
- Administrative expenses
- $153,872
- Total expenses
- $2,133,278
- Net increase / (decrease)
- $670,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $81,396 | $0 | 2023 |
| Edberg Perry LLC | TPA | $26,237 | $9,999 | 2023 |
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $27,443 | $0 | 2023 |
| Mansperger Patterson & Mcmullin, Pl | AUDITOR | $10,500 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANANGEMENT | $3,761 | $0 | 2023 |
| Fiduciary Outsourcing LLC | OTHER | $2,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hacienda, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Edberg Perry LLC — Schedule C compensation
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Mansperger Patterson & Mcmullin, Pl — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Fiduciary Outsourcing LLC — Schedule C compensation