2023 Form 5500 filing — Hope Enterprises, Inc. Retirement 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 20250411133606NAL0036053616001) for Hope Enterprises, Inc. Retirement Plan, reported by Hope Enterprises, Inc. under EIN 23-2303287 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411133606NAL0036053616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hope Enterprises, Inc.
- EIN
- 23-2303287
- Plan number
- 001
- Location
- Williamsport, PA
- Participants
- 542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,909,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,909,895
- Employer contributions
- $557,763
- Participant contributions
- $734,532
- Total income / additions
- $3,475,510
- Benefits paid
- $2,384,425
- Administrative expenses
- $80,104
- Total expenses
- $2,464,529
- Net increase / (decrease)
- $1,010,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,302 | $0 |
| Triad Hybrid Solutions, Inc. | ADVISOR | $0 | $18,903 |
| Stonebridge Financial Group,LLC | INVESTMENT ADVISORY | $0 | $6,972 |
| Pa Retirement Solutions | CONTRACT ADMINISTRATOR | $300 | $5,085 |
| Tiaa-Teachers Ins And Annuity Assn | N/A | $2,500 | $0 |