2023 Form 5500 filing — Hui Huliau 401(K) Profit Sharing Plan & Trust

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 20241008133628NAL0009737395001) for Hui Huliau 401(K) Profit Sharing Plan & Trust, reported by Hui Huliau under EIN 27-4710855 and plan number 001. It reports 238 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)$6.2MReported net assets$6,214,453
Participants238
Provider compensation$23.9K2 Schedule C row(s)$23,864
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008133628NAL0009737395001
Plan sponsor
Hui Huliau
EIN
27-4710855
Plan number
001
Location
Tampa, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$396.9K
Participant$875.1K
Full reported line items
Total assets (EOY)
$6,214,453
Total liabilities (EOY)
$0
Net assets (EOY)
$6,214,453
Employer contributions
$396,915
Participant contributions
$875,131
Total income / additions
$2,142,715
Benefits paid
$1,025,943
Administrative expenses
$30,424
Total expenses
$1,056,367
Net increase / (decrease)
$1,086,348
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $14K
  2. 2
    ADVISOR · Direct $9.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008133628NAL0009737395001 cover?
It is the 2023 Form 5500 filing for Hui Huliau 401(K) Profit Sharing Plan & Trust, reported by Hui Huliau (EIN 27-4710855).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages