2023 Form 5500 filing — Hb Performance Systems, Inc. Defined Benefit 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 20241003083157NAL0009634817001) for Hb Performance Systems, Inc. Defined Benefit Plan, reported by Hb Performance Systems, Inc. under EIN 20-2905208 and plan number 001. It reports 249 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)$9.8MReported net assets$9,787,125
Participants249
Provider compensation$34.6K2 Schedule C row(s)$34,632
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003083157NAL0009634817001
- Plan sponsor
- Hb Performance Systems, Inc.
- EIN
- 20-2905208
- Plan number
- 001
- Location
- Mequon, WI
- 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)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,787,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,787,125
- Total income / additions
- $901,110
- Benefits paid
- $400,168
- Administrative expenses
- $103,740
- Total expenses
- $503,908
- Net increase / (decrease)
- $397,202
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dana Investment Advisors Inc | INVESTMENT ADVISORY | $18,952 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,680 | $0 |