2023 Form 5500 filing — Hooker Creek Companies 401(K) Retirement Savings & Profit Sharing
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 20240731153235NAL0014487043001) for Hooker Creek Companies 401(K) Retirement Savings & Profit Sharing, reported by Hooker Creek Companies, LLC under EIN 93-1307395 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731153235NAL0014487043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hooker Creek Companies, LLC
- EIN
- 93-1307395
- Plan number
- 001
- Location
- Bend, OR
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,335,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,335,459
- Employer contributions
- $167,412
- Participant contributions
- $459,599
- Total income / additions
- $2,192,519
- Benefits paid
- $814,055
- Administrative expenses
- $53,468
- Total expenses
- $867,523
- Net increase / (decrease)
- $1,324,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,951 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $25,517 | $7 |