2023 Form 5500 filing — Hr Strategies 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 20251202143738NAL0024513058001) for Hr Strategies 401(K) Plan, reported by Apmi, Inc. Dba Hr Strategies under EIN 58-2268123 and plan number 001. It reports 1,452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251202143738NAL0024513058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apmi, Inc. Dba Hr Strategies
- EIN
- 58-2268123
- Plan number
- 001
- Location
- Suwanee, GA
- Participants
- 1,452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,802,046
- Net assets (EOY)
- $33,802,046
- Employer contributions
- $1,348,267
- Participant contributions
- $2,970,503
- Total income / additions
- $9,192,810
- Benefits paid
- $2,970,084
- Administrative expenses
- $360,836
- Total expenses
- $3,426,562
- Net increase / (decrease)
- $5,766,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wadley Financial Group LLC | ADVISOR | $173,126 | not reported in the loaded dataset |
| Bluestar Ameritas | RECORDKEEPER | $91,459 | not reported in the loaded dataset |
| Retirement Plan Administrators | TPA | $72,777 | not reported in the loaded dataset |
| Leafhouse Financial Advisors | 3(38) ADVISOR PROVIDER | $14,427 | not reported in the loaded dataset |
| Charles Schwab & Co | INVESTMENT SE RVICE PROVI | $9,047 | not reported in the loaded dataset |