Health And Safety Institute 401(K) Plan — Form 5500 plan (Hsi Workplace Compliance Solutions, 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, Health And Safety Institute 401(K) Plan is a benefit plan reported by Hsi Workplace Compliance Solutions, Inc. under EIN 91-1694268 and plan number 003. The latest loaded filing year is 2023. The filing reports 667 participants and $24,439,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hsi Workplace Compliance Solutions, Inc.
EIN
91-1694268
Plan number
003
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
667
End-of-year plan assets
$24,439,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023667H, C20241014100513NAL0026981281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,439,784
Total liabilities (EOY)
$0
Net assets (EOY)
$24,439,784
Net assets (BOY)
$18,369,766

Income & contributions

Employer contributions
$1,106,360
Participant contributions
$2,273,415
Total contributions
$3,757,490
Total income / additions
$7,302,223

Expenses & distributions

Benefits paid
$1,116,735
Administrative expenses
$115,470
Total expenses
$1,232,205
Net increase / (decrease)
$6,070,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bac Capital Advisors, LLCINVESTMENT ADVISOR$121,331$02023
Benefit Administration CompanyCONTRACT ADMINISTRATOR$0not reported in the loaded dataset2023

Related Form 5500 pages