2023 Form 5500 filing — Hpul Savings Plan LLC
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 20241014141133NAL0044821968001) for Hpul Savings Plan LLC, reported by Habemco, LLC under EIN 83-2117738 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141133NAL0044821968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Habemco, LLC
- EIN
- 83-2117738
- Plan number
- 001
- Location
- Upper Lake, CA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,491,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,491,456
- Employer contributions
- $329,447
- Participant contributions
- $694,407
- Total income / additions
- $1,879,626
- Benefits paid
- $980,986
- Administrative expenses
- $38,712
- Total expenses
- $1,023,684
- Net increase / (decrease)
- $855,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $24,034 | $0 |
| Global Retirement Partners, LLC | ADVISOR | $12,656 | not reported in the loaded dataset |
| Cbiz Somerset | AUDITOR | $2,022 | not reported in the loaded dataset |