Hemenway & Barnes 401(K) Plan — Form 5500 plan (Hemenway & Barnes Llp)
Plain-English plan 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, Hemenway & Barnes 401(K) Plan is a benefit plan reported by Hemenway & Barnes Llp under EIN 04-1433295 and plan number 017. The latest loaded filing year is 2023. The filing reports 175 participants and $59,716,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hemenway & Barnes Llp
- EIN
- 04-1433295
- Plan number
- 017
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $59,716,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240725142120NAL0014648305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,716,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,716,785
- Net assets (BOY)
- $50,038,870
Income & contributions
- Employer contributions
- $2,035,760
- Participant contributions
- $1,945,602
- Total contributions
- $4,032,726
- Total income / additions
- $11,988,915
Expenses & distributions
- Benefits paid
- $2,194,856
- Administrative expenses
- $116,144
- Total expenses
- $2,311,000
- Net increase / (decrease)
- $9,677,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Icapital, LLC | NONE | $90,051 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N.A. | NONE | $26,093 | $0 | 2023 |