Hg 401(K) Plan — Form 5500 plan (Hankey Investment Company Lp)
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, Hg 401(K) Plan is a benefit plan reported by Hankey Investment Company Lp under EIN 95-4361557 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,128 participants and $91,726,612 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$91.7MPlan net assets, end of year$91,726,612
Participants4.1KCovered participants reported4,128
Assets / participant$22.2KComputed: assets ÷ participants$22,221 (computed)
Provider compensation$188.9K3 Schedule C provider row(s)$188,911
- Plan sponsor
- Hankey Investment Company Lp
- EIN
- 95-4361557
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,128 | H, C | 20240916152620NAL0002317776001 |
Schedule H · 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)$91.7M total assets
Net assets$91.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $91,726,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,726,612
- Net assets (BOY)
- $79,827,079
Income & contributions
- Employer contributions
- $3,500
- Participant contributions
- $4,233,283
- Total contributions
- $4,957,296
- Total income / additions
- $16,109,372
Expenses & distributions
- Benefits paid
- $6,604,033
- Administrative expenses
- $188,901
- Total expenses
- $6,838,631
- Net increase / (decrease)
- $9,270,741
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $168,911 | $0 | 2023 |
| Kobayashi & Company | ACCOUNTANT | $19,990 | $10 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |