2023 Form 5500 filing — Hoffman Enterprises 401(K) 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 20241014142856NAL0015106707001) for Hoffman Enterprises 401(K) Savings Plan, reported by Hoffman Enterprises under EIN 06-1012275 and plan number 001. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142856NAL0015106707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoffman Enterprises
- EIN
- 06-1012275
- Plan number
- 001
- Location
- East Hartford, CT
- Participants
- 547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,973,290
- Net assets (EOY)
- $25,973,290
- Employer contributions
- $257,893
- Participant contributions
- $2,267,652
- Total income / additions
- $6,452,509
- Benefits paid
- $2,807,873
- Administrative expenses
- $103,405
- Total expenses
- $2,911,278
- Net increase / (decrease)
- $3,541,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $58,176 | $0 |
| Mjp Associates Inc. | INVESTMENT ADVISOR | $18,931 | $0 |
| The Pension Service, Inc. | CONTRACT ADMIN | $5,600 | $10,000 |