Plan5500

Acca New England Retirement Savings Plan Fbo Hurley & David, Inc. — Form 5500 plan (Hurley And David, Inc.)

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, Acca New England Retirement Savings Plan Fbo Hurley & David, Inc. is a benefit plan reported by Hurley And David, Inc. under EIN 04-2272686 and plan number 005. The latest loaded filing year is 2023. The filing reports 33 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hurley And David, Inc.
EIN
04-2272686
Plan number
005
Plan type
3
Location
Springfiled, MA
Latest filing year
2023
Participants
33
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I, C20240918115423NAL0004521057001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$1,631,842

Income & contributions

Employer contributions
$12,902
Participant contributions
$121,224
Total income / additions
$307,934

Expenses & distributions

Benefits paid
$192,914
Administrative expenses
$12,930
Total expenses
$205,844
Net increase / (decrease)
$102,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great West Life & Annuity InsuranceRECORDKEEPER$7,353$02023
Ubs Financial Svcs Insurance AgencyBROKER/ ADVISER$0$6,1932023
American Pension Services, LLC.CONTRACT ADMIN$4,004$1,5482023
Ifp Advisors, Inc. Dba IndependentINVESTMENT ADVISOR$1,017not reported in the loaded dataset2023
Resources Investment Advisors LLCINVESTMENT ADVISOR$531not reported in the loaded dataset2023
Advised Assets GroupINVESTMENT MANAGEMENT$325not reported in the loaded dataset2023

Related Form 5500 pages