2023 Form 5500 filing — Huddl3 Group 401k 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 20241011124736NAL0022767169001) for Huddl3 Group 401k Plan, reported by Huddl3 Group under EIN 85-2208820 and plan number 001. It reports 1,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124736NAL0022767169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Huddl3 Group
- EIN
- 85-2208820
- Plan number
- 001
- Location
- Tustin, CA
- Participants
- 1,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,259,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,259,931
- Participant contributions
- $3,572,032
- Total income / additions
- $9,475,898
- Benefits paid
- $4,972,495
- Administrative expenses
- $38,462
- Total expenses
- $5,091,203
- Net increase / (decrease)
- $4,384,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $52,438 | $0 |
| Adp, Inc. | RECORD KEEPER | $47,117 | $0 |
| Wertz & Company | ACCOUNTANT | $12,053 | $0 |
| Bourgeois Dennett LLC | ACCOUNTANT | $7,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |