2023 Form 5500 filing — Hedgeserv Corporation 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 20240924115044NAL0004655651001) for Hedgeserv Corporation 401(K) Plan, reported by Hedgeserv Corporation under EIN 26-2417221 and plan number 001. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$35.7MReported net assets$35,701,149
Participants488
Provider compensation$19.8K2 Schedule C row(s)$19,750
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924115044NAL0004655651001
- Plan sponsor
- Hedgeserv Corporation
- EIN
- 26-2417221
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$35.7M total assets
Net assets$35.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,701,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,701,149
- Employer contributions
- $0
- Participant contributions
- $3,832,076
- Total income / additions
- $9,254,049
- Benefits paid
- $1,162,537
- Administrative expenses
- $19,750
- Total expenses
- $1,182,287
- Net increase / (decrease)
- $8,071,762
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Operations Inc Dba Cbiz Mhm Ll | CONTRACT ADMIN | $15,750 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $4,000 | $0 |