Hopewell Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Hopewell Fund (EIN 47-3681860) is a plan sponsor located in Washington, DC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-3681860
Location
Washington, DC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,022,455
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,022,455

Contributions & income

Employer contributions
$826,394
Participant contributions
$1,194,542
Total income / additions
$3,301,582

Expenses & distributions

Benefits paid / distributions
$451,111
Total expenses
$472,253
Net increase / (decrease)
$2,829,329

Coverage

Total reported participants
279
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Hopewell Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hopewell Fund 401(K) Plan001169$8,022,4552023
Hopewell Fund Employee Benefits Plan501110not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hopewell Fund
YearPlanParticipantsSchedulesFiling
2023Hopewell Fund Employee Benefits Plan11020240812105318NAL0009407217001
2023Hopewell Fund 401(K) Plan169H, C20241014090751NAL0025789809001

Related Form 5500 pages