2023 Form 5500 filing — Hubbardton Forge Savings And 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 20240801120152NAL0013464659001) for Hubbardton Forge Savings And Retirement Plan, reported by Hubbardton Forge, LLC under EIN 20-3535651 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801120152NAL0013464659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hubbardton Forge, LLC
- EIN
- 20-3535651
- Plan number
- 001
- Location
- Castleton, VT
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,444,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,444,367
- Employer contributions
- $360,228
- Participant contributions
- $959,542
- Total income / additions
- $3,629,345
- Benefits paid
- $939,589
- Administrative expenses
- $59,382
- Total expenses
- $998,971
- Net increase / (decrease)
- $2,630,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,909 | not reported in the loaded dataset |
| Pensionmark Financial Group | NONE | $25,473 | not reported in the loaded dataset |