Hm. Clause, Inc. 401 (K) Retirement Plan — Form 5500 plan (Hm.Clause, 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, Hm. Clause, Inc. 401 (K) Retirement Plan is a benefit plan reported by Hm.Clause, Inc. under EIN 94-1695235 and plan number 006. The latest loaded filing year is 2023. The filing reports 772 participants and $92,200,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hm.Clause, Inc.
EIN
94-1695235
Plan number
006
Plan type
2
Location
Davis, CA
Latest filing year
2023
Participants
772
End-of-year plan assets
$92,200,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023772H, C20241015184802NAL0059239266001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,200,061
Total liabilities (EOY)
$0
Net assets (EOY)
$92,200,061
Net assets (BOY)
$80,543,632

Income & contributions

Employer contributions
$4,255,472
Participant contributions
$4,211,957
Total contributions
$8,890,658
Total income / additions
$20,397,106

Expenses & distributions

Benefits paid
$8,578,761
Administrative expenses
$161,619
Total expenses
$8,740,677
Net increase / (decrease)
$11,656,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$96,735$02023
Nwk GroupNONE$65,000not reported in the loaded dataset2023

Related Form 5500 pages