2023 Form 5500 filing — Hoya Shared 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 20250130093915NAL0000377011001) for Hoya Shared Savings Plan, reported by Hoya Holdings, Inc. under EIN 94-2205027 and plan number 001. It reports 2,682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130093915NAL0000377011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoya Holdings, Inc.
- EIN
- 94-2205027
- Plan number
- 001
- Location
- Milpitas, CA
- Participants
- 2,682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,465,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,465,526
- Employer contributions
- $3,561,009
- Participant contributions
- $7,670,447
- Total income / additions
- $38,029,741
- Benefits paid
- $19,933,723
- Administrative expenses
- $374,739
- Total expenses
- $20,308,462
- Net increase / (decrease)
- $17,721,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $273,951 | $0 |
| Mercer Consulting | RETAINED BY CLIENT | $68,750 | not reported in the loaded dataset |
| Singerlewak Llp | AUDITOR | $32,038 | not reported in the loaded dataset |