2023 Form 5500 filing — Hhwp 403(B) Retirement 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 20241008101006NAL0008245635001) for Hhwp 403(B) Retirement Plan, reported by Hancock-Hardin-Wyandot-Putnam under EIN 34-0979444 and plan number 001. It reports 222 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)$3.2MReported net assets$3,244,501
Participants222
Provider compensation$13.7K2 Schedule C row(s)$13,712
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008101006NAL0008245635001
- Plan sponsor
- Hancock-Hardin-Wyandot-Putnam
- EIN
- 34-0979444
- Plan number
- 001
- Location
- Findlay, OH
- 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)$3.3M total assets
Net assets$3.2MLiabilities$19.4K
Full reported line items
- Total assets (EOY)
- $3,263,868
- Total liabilities (EOY)
- $19,367
- Net assets (EOY)
- $3,244,501
- Employer contributions
- $201,283
- Participant contributions
- $161,205
- Total income / additions
- $824,639
- Benefits paid
- $130,336
- Administrative expenses
- $18,679
- Total expenses
- $149,015
- Net increase / (decrease)
- $675,624
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $12,253 | $0 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $1,459 | $0 |