2023 Form 5500 filing — Hay House 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 20241014141318NAL0027524689001) for Hay House 401(K) Plan, reported by Hay House, Inc. under EIN 95-4094272 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141318NAL0027524689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hay House, Inc.
- EIN
- 95-4094272
- Plan number
- 002
- Location
- Carlsbad, CA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,338,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,338,666
- Employer contributions
- $251,598
- Participant contributions
- $700,350
- Total income / additions
- $2,924,881
- Benefits paid
- $472,295
- Administrative expenses
- $73,836
- Total expenses
- $546,131
- Net increase / (decrease)
- $2,378,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $72,253 | $0 |
| Cambridge Investment Research Inc | BROKER/ ADVISER | $0 | $39,479 |
| Premier Plan Consultants Inc | CONTRACT ADMIN | $3,268 | $10,000 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $1,352 | not reported in the loaded dataset |