2023 Form 5500 filing — Hb Global 401(K) 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 20241010105652NAL0011393139001) for Hb Global 401(K) Plan, reported by Hbg, Inc. under EIN 82-2969290 and plan number 001. It reports 2,493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105652NAL0011393139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hbg, Inc.
- EIN
- 82-2969290
- Plan number
- 001
- Location
- Camp Hill, PA
- Participants
- 2,493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,725,463
- Total liabilities (EOY)
- $62,547
- Net assets (EOY)
- $92,662,916
- Employer contributions
- $1,488,400
- Participant contributions
- $6,255,110
- Total income / additions
- $20,950,364
- Benefits paid
- $11,117,017
- Administrative expenses
- $339,764
- Total expenses
- $11,529,584
- Net increase / (decrease)
- $9,420,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $194,620 | not reported in the loaded dataset |
| Conrad Siegel Investment Advisors | NONE | $128,056 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $17,088 | $0 |
| River Wealth Advisors LLC | NONE | $12,893 | not reported in the loaded dataset |
| Fisher Investments | NONE | $11,034 | not reported in the loaded dataset |
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |