2023 Form 5500 filing — Hx5 Sierra, LLC 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 20241008163304NAL0017044401001) for Hx5 Sierra, LLC 401(K) Profit Sharing Plan, reported by Hx5 Sierra, LLC under EIN 47-1648357 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008163304NAL0017044401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hx5 Sierra, LLC
- EIN
- 47-1648357
- Plan number
- 001
- Location
- Fort Walton Beach, FL
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,855,799
- Total liabilities (EOY)
- $211
- Net assets (EOY)
- $22,855,588
- Employer contributions
- $792,335
- Participant contributions
- $1,884,032
- Total income / additions
- $5,813,912
- Benefits paid
- $4,016,409
- Administrative expenses
- $96,961
- Total expenses
- $4,113,370
- Net increase / (decrease)
- $1,700,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | NONE | $40,389 | $0 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $36,055 | not reported in the loaded dataset |
| The Pension Center Of Florida, Inc. | NONE | $14,449 | $10,000 |
| Empower Advisory Group, LLC | NONE | $4,518 | not reported in the loaded dataset |