2023 Form 5500 filing — Hughes & Coleman LLC 401(K) 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 20240805112316NAL0001271777001) for Hughes & Coleman LLC 401(K) Plan, reported by Hughes & Coleman Pllc under EIN 27-4392229 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805112316NAL0001271777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hughes & Coleman Pllc
- EIN
- 27-4392229
- Plan number
- 001
- Location
- Bowling Green, KY
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,551,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,551,443
- Employer contributions
- $354,615
- Participant contributions
- $652,157
- Total income / additions
- $2,239,615
- Benefits paid
- $457,738
- Administrative expenses
- $43,937
- Total expenses
- $501,675
- Net increase / (decrease)
- $1,737,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argi Investment Services LLC | ADVISOR | $19,832 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,373 | not reported in the loaded dataset |
| Cerity Partners Retirement Plan | ADVISOR | $7,288 | not reported in the loaded dataset |