2023 Form 5500 filing — Hok Group, Inc. 401(K) Profit Sharing 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 20241015215907NAL0015455155001) for Hok Group, Inc. 401(K) Profit Sharing Plan, reported by Hok Group, Inc. under EIN 43-1205826 and plan number 001. It reports 2,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015215907NAL0015455155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hok Group, Inc.
- EIN
- 43-1205826
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 2,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $309,792,255
- Net assets (EOY)
- $309,792,255
- Employer contributions
- $4,155,550
- Participant contributions
- $15,385,358
- Total income / additions
- $71,677,674
- Benefits paid
- $22,628,986
- Administrative expenses
- $252,353
- Total expenses
- $22,881,441
- Net increase / (decrease)
- $48,796,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $159,555 | not reported in the loaded dataset |
| Fisher Investments | NONE | $29,323 | not reported in the loaded dataset |
| Acropolis Investment Managemen | NONE | $12,537 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $8,691 | not reported in the loaded dataset |
| Modera Wealth Management LLC | NONE | $8,316 | not reported in the loaded dataset |
| Parsec Financial Management | NONE | $7,837 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $6,812 | not reported in the loaded dataset |
| Droms Strauss Advisors Inc | NONE | $6,458 | not reported in the loaded dataset |
| United Capital Financial Advis | NONE | $5,759 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,369 | $0 |