2023 Form 5500 filing — Hellman & Friedman Profit Sharing & 401(K) Savings 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 20240918012503NAL0003670209001) for Hellman & Friedman Profit Sharing & 401(K) Savings Plan, reported by Hellman & Friedman LLC under EIN 38-3708132 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918012503NAL0003670209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hellman & Friedman LLC
- EIN
- 38-3708132
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,157,599
- Net assets (EOY)
- $83,157,599
- Employer contributions
- $3,541,764
- Participant contributions
- $2,589,136
- Total income / additions
- $19,716,344
- Benefits paid
- $3,258,023
- Administrative expenses
- $36,824
- Total expenses
- $3,296,177
- Net increase / (decrease)
- $16,420,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $22,789 | not reported in the loaded dataset |
| Bny Mellon National Assoc | NONE | $8,658 | not reported in the loaded dataset |
| Abacus Wealth Partners LLC | NONE | $5,377 | not reported in the loaded dataset |
| Charles Schwab & Co,Inc. | NONE | $463 | $0 |