2023 Form 5500 filing — Hcw Management Consultants, 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 20241010084624NAL0011306755001) for Hcw Management Consultants, LLC 401(K) Profit Sharing Plan, reported by Hcw Management Consultants, LLC under EIN 20-5776415 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084624NAL0011306755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hcw Management Consultants, LLC
- EIN
- 20-5776415
- Plan number
- 001
- Location
- Branson, MO
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,267,062
- Net assets (EOY)
- $2,267,062
- Employer contributions
- $206,026
- Participant contributions
- $347,468
- Total income / additions
- $933,603
- Benefits paid
- $176,885
- Administrative expenses
- $18,906
- Total expenses
- $196,014
- Net increase / (decrease)
- $737,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Ret Plan Services | RECORDKEEPER | $10,230 | $0 |
| Edward Jones | INVESTMENT ADVISOR | $8,644 | $0 |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $1,503 | $0 |