2023 Form 5500 filing — Hcf Management, Inc. Retirement Incentive Savings 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 20241011123946NAL0038743776001) for Hcf Management, Inc. Retirement Incentive Savings Plan, reported by Hcf Management, Inc. under EIN 20-0085606 and plan number 001. It reports 4,214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123946NAL0038743776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hcf Management, Inc.
- EIN
- 20-0085606
- Plan number
- 001
- Location
- Lima, OH
- Participants
- 4,214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,050,644
- Total liabilities (EOY)
- $32,372
- Net assets (EOY)
- $53,018,272
- Employer contributions
- $536,667
- Participant contributions
- $3,062,268
- Total income / additions
- $12,060,670
- Benefits paid
- $5,201,600
- Administrative expenses
- $163,365
- Total expenses
- $5,450,245
- Net increase / (decrease)
- $6,610,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $79,871 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,242 | not reported in the loaded dataset |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $25,699 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,558 | not reported in the loaded dataset |
| Clark Schaefer Hackett & Co | AUDITOR | $15,000 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $8,694 | not reported in the loaded dataset |