Hcm Guided Retirement Plan — Form 5500 plan (Americantcs Fiduciary Services, 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, Hcm Guided Retirement Plan is a benefit plan reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 008. The latest loaded filing year is 2023. The filing reports 185 participants and $831,851 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$831.9KPlan net assets, end of year$831,851
Participants185Covered participants reported
Assets / participant$4.5KComputed: assets ÷ participants$4,496 (computed)
Provider compensationNone reported
Plan sponsor
Americantcs Fiduciary Services, LLC
EIN
93-2789379
Plan number
008
Plan type
3
Location
Pittsburgh, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185I20241008083631NAL0028170688001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$831.9K total assets
Net assets$831.9KLiabilities
Money in vs. money out
Total income / additions$426.6K
Total expenses$48.1K
Benefits paid / distributions$32.5K
Contributions
Employer$140.1K
Participant$144.3K
Full reported line items

Net assets

Total assets (EOY)
$831,851
Net assets (EOY)
$831,851
Net assets (BOY)
$453,436

Income & contributions

Employer contributions
$140,101
Participant contributions
$144,307
Total income / additions
$426,559

Expenses & distributions

Benefits paid
$32,461
Administrative expenses
$15,683
Total expenses
$48,144
Net increase / (decrease)
$378,415
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income8%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages