2023 Form 5500 filing — Htx Holdings Retirement 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 20241014084813NAL0045363488001) for Htx Holdings Retirement Savings Plan, reported by Htx Holdings, LLC under EIN 47-1486445 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084813NAL0045363488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Htx Holdings, LLC
- EIN
- 47-1486445
- Plan number
- 001
- Location
- Plainview, NY
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,200,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,200,283
- Employer contributions
- $355,650
- Participant contributions
- $1,044,280
- Total income / additions
- $3,673,709
- Benefits paid
- $1,090,978
- Administrative expenses
- $8,670
- Total expenses
- $1,099,648
- Net increase / (decrease)
- $2,574,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORDKEEPER | $8,670 | not reported in the loaded dataset |