2023 Form 5500 filing — Hurst Review Services, Inc. 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 20241012230451NAL0012098483001) for Hurst Review Services, Inc. 401(K) Plan, reported by Hurst Review Services, Inc. under EIN 64-0921506 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012230451NAL0012098483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hurst Review Services, Inc.
- EIN
- 64-0921506
- Plan number
- 001
- Location
- Brookhaven, MS
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,518,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,518,441
- Employer contributions
- $110,957
- Participant contributions
- $239,089
- Total income / additions
- $966,031
- Benefits paid
- $402,260
- Administrative expenses
- $50,682
- Total expenses
- $452,942
- Net increase / (decrease)
- $513,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $31,723 | $0 |
| Ameriprise Financial Services | INVESTMENT ADVISOR | $0 | $23,087 |
| Hub International Gulf South Ltd | TPA | $9,740 | not reported in the loaded dataset |
| Chance Gay And Cieglo Pllc | AUDITOR | $9,219 | not reported in the loaded dataset |