2023 Form 5500 filing — Bridge Group Hh, Inc. 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 20241015194642NAL0017135427001) for Bridge Group Hh, Inc. 401(K) Plan, reported by Bridge Group Hh, Inc. under EIN 81-4194876 and plan number 001. It reports 1,174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194642NAL0017135427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridge Group Hh, Inc.
- EIN
- 81-4194876
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,266,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,266,553
- Employer contributions
- $218,958
- Participant contributions
- $1,675,213
- Total income / additions
- $3,103,352
- Benefits paid
- $1,594,383
- Administrative expenses
- $67,047
- Total expenses
- $1,714,110
- Net increase / (decrease)
- $1,389,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc | INVESTMENT ADVISOR | $31,715 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,130 | $0 |
| Premier Plan Consultants | CONTRACT ADMIN | $8,550 | $3,171 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,645 | not reported in the loaded dataset |