2023 Form 5500 filing — Hewson & Van Hellemont, P.C. 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 20241007081349NAL0007414835001) for Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan, reported by Hewson & Van Hellemont, P.C. under EIN 38-2964195 and plan number 001. It reports 140 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)$11.7MReported net assets$11,690,945
Participants140
Provider compensation$25.9K3 Schedule C row(s)$25,852
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007081349NAL0007414835001
- Plan sponsor
- Hewson & Van Hellemont, P.C.
- EIN
- 38-2964195
- Plan number
- 001
- Location
- Oak Park, MI
- 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)$11.7M total assets
Net assets$11.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $11,690,945
- Net assets (EOY)
- $11,690,945
- Employer contributions
- $437,043
- Participant contributions
- $854,603
- Total income / additions
- $2,953,939
- Benefits paid
- $556,797
- Administrative expenses
- $2,321
- Total expenses
- $559,118
- Net increase / (decrease)
- $2,394,821
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $23,531 |
| Principal Life Insruance Company | CONTRACT ADMINISTRATOR | $2,321 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |