2023 Form 5500 filing — Employees Retirement Plan Of Hubbard LLC
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 20241004101011NAL0005610819001) for Employees Retirement Plan Of Hubbard LLC, reported by Hubbard LLC under EIN 02-0504519 and plan number 011. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004101011NAL0005610819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hubbard LLC
- EIN
- 02-0504519
- Plan number
- 011
- Location
- Pikeville, TN
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,012
- Employer contributions
- $96,662
- Total income / additions
- $434,629
- Benefits paid
- $4,752,105
- Administrative expenses
- $88,678
- Total expenses
- $4,840,783
- Net increase / (decrease)
- -$4,406,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group, Inc | NONE | $62,015 | not reported in the loaded dataset |
| Berry, Dunn, Mcneil, & Parker, LLC | NONE | $13,500 | not reported in the loaded dataset |
| Mclane Middleton | NONE | $12,271 | not reported in the loaded dataset |