2023 Form 5500 filing — John A. Hudec And Associates, Inc. 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 20241004154122NAL0006817347001) for John A. Hudec And Associates, Inc. 401(K) Profit Sharing Plan, reported by John A. Hudec And Associates, Inc. under EIN 34-1455076 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004154122NAL0006817347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John A. Hudec And Associates, Inc.
- EIN
- 34-1455076
- Plan number
- 002
- Location
- Brecksville, OH
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,525,997
- Total liabilities (EOY)
- $28,493
- Net assets (EOY)
- $9,497,504
- Employer contributions
- $206,097
- Participant contributions
- $571,364
- Total income / additions
- $2,196,112
- Benefits paid
- $399,310
- Administrative expenses
- $45,070
- Total expenses
- $483,097
- Net increase / (decrease)
- $1,713,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co Inc | ADVISOR | $23,790 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,280 | $0 |