2023 Form 5500 filing — Hilbert Communications 401(K) Profit Sharing 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 20240918112159NAL0009380738001) for Hilbert Communications 401(K) Profit Sharing Plan, reported by Hilbert Communications, LLC under EIN 26-0833479 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918112159NAL0009380738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hilbert Communications, LLC
- EIN
- 26-0833479
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,931,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,931,975
- Employer contributions
- $437,803
- Participant contributions
- $722,340
- Total income / additions
- $1,785,092
- Benefits paid
- $706,009
- Administrative expenses
- $18,045
- Total expenses
- $724,113
- Net increase / (decrease)
- $1,060,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | BROKER | $0 | $18,593 |
| Empower Annuity Insurance Co | RECORDKEEPER | $14,419 | $0 |
| Pension Inc. | THIRD PARTY ADMIN. | $1,898 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,728 | not reported in the loaded dataset |