2023 Form 5500 filing — Hx5, 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 20241008163507NAL0034453490001) for Hx5, LLC 401(K) Profit Sharing Plan, reported by Hx5, LLC under EIN 56-2468829 and plan number 001. It reports 1,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008163507NAL0034453490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hx5, LLC
- EIN
- 56-2468829
- Plan number
- 001
- Location
- Fort Walton, FL
- Participants
- 1,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,672,046
- Total liabilities (EOY)
- $544
- Net assets (EOY)
- $82,671,502
- Employer contributions
- $4,426,901
- Participant contributions
- $11,787,580
- Total income / additions
- $29,629,964
- Benefits paid
- $9,261,780
- Administrative expenses
- $325,789
- Total expenses
- $9,651,219
- Net increase / (decrease)
- $19,978,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | NONE | $154,424 | $0 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $119,371 | not reported in the loaded dataset |
| The Pension Center Of Florida, Inc. | NONE | $33,558 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $14,295 | not reported in the loaded dataset |