2023 Form 5500 filing — Hta Plumbing & Mechanical Inc 401k 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 20240920171747NAL0016110546001) for Hta Plumbing & Mechanical Inc 401k Plan, reported by Hta Plumbing & Mechanical Inc under EIN 88-0420295 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920171747NAL0016110546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hta Plumbing & Mechanical Inc
- EIN
- 88-0420295
- Plan number
- 001
- Location
- Henderson, NV
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,258,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,258,187
- Employer contributions
- $157,098
- Participant contributions
- $196,811
- Total income / additions
- $526,437
- Benefits paid
- $136,470
- Administrative expenses
- $20,856
- Total expenses
- $157,326
- Net increase / (decrease)
- $369,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $8,619 | $0 |
| Futureplan Fiduciary Services | TPA | $8,451 | $0 |
| Trusted Business Advisor Group | INVESTMENT ADVISORY | $3,778 | not reported in the loaded dataset |