2023 Form 5500 filing — H. W. Kaufman Financial Group 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 20241014091328NAL0051672930001) for H. W. Kaufman Financial Group Retirement Savings Plan, reported by H.W. Kaufman Financial Group under EIN 38-1903339 and plan number 001. It reports 2,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091328NAL0051672930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.W. Kaufman Financial Group
- EIN
- 38-1903339
- Plan number
- 001
- Location
- Farmington Hills, MI
- Participants
- 2,074
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,501,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,501,325
- Employer contributions
- $3,164,515
- Participant contributions
- $11,583,581
- Total income / additions
- $36,890,542
- Benefits paid
- $17,179,583
- Administrative expenses
- $258,644
- Total expenses
- $17,478,746
- Net increase / (decrease)
- $19,411,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,220 | $0 |
| Michael,Mark,Cicchella | BROKER/ADVISER | $0 | $7,119 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $568 | $3,326 |
| Mesirow Financial Investment Manage | INVESTMENT ADVISOR | $2,412 | not reported in the loaded dataset |
| Sigma Financial Corporation | BROKER/ADVISER | $0 | $1,312 |