2023 Form 5500 filing — Hei Civil 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 20241011120242NAL0010894963001) for Hei Civil 401(K) Plan, reported by Hudick Excavating, Inc. under EIN 84-0816514 and plan number 002. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120242NAL0010894963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hudick Excavating, Inc.
- EIN
- 84-0816514
- Plan number
- 002
- Location
- Castle Rock, CO
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,838,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,838,872
- Employer contributions
- $398,395
- Participant contributions
- $996,331
- Total income / additions
- $2,352,823
- Benefits paid
- $347,955
- Administrative expenses
- $31,251
- Total expenses
- $379,206
- Net increase / (decrease)
- $1,973,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $22,106 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Federated Funds | NONE | $0 | $0 |
| Allspring Gobal Fund | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |