2023 Form 5500 filing — Hurlbut Health Consulting, LLC 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 20241015123731NAL0028444289001) for Hurlbut Health Consulting, LLC 401(K) Plan, reported by Hurlbut Health Consulting, LLC under EIN 82-2927589 and plan number 001. It reports 1,893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123731NAL0028444289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hurlbut Health Consulting, LLC
- EIN
- 82-2927589
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 1,893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,605,618
- Total liabilities (EOY)
- $44,958
- Net assets (EOY)
- $15,560,660
- Employer contributions
- $68,363
- Participant contributions
- $976,579
- Total income / additions
- $3,256,559
- Benefits paid
- $1,474,055
- Administrative expenses
- $120,936
- Total expenses
- $1,673,067
- Net increase / (decrease)
- $1,583,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $92,122 | $0 |
| Alesco Advisors | ADVISORS | $28,814 | $0 |