2023 Form 5500 filing — Hacienda, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716175836NAL0005291520002) for Hacienda, Inc. Retirement Plan, reported by Hacienda, Inc. under EIN 86-0253158 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716175836NAL0005291520002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hacienda, Inc.
- EIN
- 86-0253158
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,995,040
- Net assets (EOY)
- $11,995,040
- Employer contributions
- $388,885
- Participant contributions
- $598,589
- Total income / additions
- $2,803,797
- Benefits paid
- $1,979,406
- Administrative expenses
- $153,872
- Total expenses
- $2,133,278
- Net increase / (decrease)
- $670,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $81,396 | $0 |
| Edberg Perry LLC | TPA | $26,237 | $9,999 |
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $27,443 | $0 |
| Mansperger Patterson & Mcmullin, Pl | AUDITOR | $10,500 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANANGEMENT | $3,761 | $0 |
| Fiduciary Outsourcing LLC | OTHER | $2,500 | $0 |