Hay House 401(K) Plan — Form 5500 plan (Hay House, 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, Hay House 401(K) Plan is a benefit plan reported by Hay House, Inc. under EIN 95-4094272 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $13,338,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hay House, Inc.
- EIN
- 95-4094272
- Plan number
- 002
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $13,338,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241014141318NAL0027524689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,338,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,338,666
- Net assets (BOY)
- $10,959,916
Income & contributions
- Employer contributions
- $251,598
- Participant contributions
- $700,350
- Total contributions
- $958,527
- Total income / additions
- $2,924,881
Expenses & distributions
- Benefits paid
- $472,295
- Administrative expenses
- $73,836
- Total expenses
- $546,131
- Net increase / (decrease)
- $2,378,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $72,253 | $0 | 2023 |
| Cambridge Investment Research Inc | BROKER/ ADVISER | $0 | $39,479 | 2023 |
| Premier Plan Consultants Inc | CONTRACT ADMIN | $3,268 | $10,000 | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $1,352 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hay House, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Great-West Life & Annuity Insurance — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Premier Plan Consultants Inc — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation