2023 Form 5500 filing — Hmr Acquisition Company, Inc. Financial Freedom 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 20241010145803NAL0034526112001) for Hmr Acquisition Company, Inc. Financial Freedom 401(K) Plan, reported by Hmr Acquisition Co Inc under EIN 35-1967464 and plan number 001. It reports 1,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145803NAL0034526112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hmr Acquisition Co Inc
- EIN
- 35-1967464
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 1,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,300,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,300,132
- Employer contributions
- $65,513
- Participant contributions
- $356,925
- Total income / additions
- $1,612,982
- Benefits paid
- $705,545
- Administrative expenses
- $73,360
- Total expenses
- $778,905
- Net increase / (decrease)
- $834,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,628 | $0 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $15,332 | $7,565 |