Hub Pen Company, LLC 401(K) Plan — Form 5500 plan (Hub Pen Company, LLC)

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, Hub Pen Company, LLC 401(K) Plan is a benefit plan reported by Hub Pen Company, LLC under EIN 04-2315066 and plan number 002. The latest loaded filing year is 2023. The filing reports 279 participants and $17,932,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hub Pen Company, LLC
EIN
04-2315066
Plan number
002
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
279
End-of-year plan assets
$17,932,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20250909150016NAL0012934787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,932,969
Total liabilities (EOY)
$0
Net assets (EOY)
$17,932,969
Net assets (BOY)
$14,995,635

Income & contributions

Employer contributions
$480,023
Participant contributions
$413,353
Total contributions
$893,376
Total income / additions
$3,583,166

Expenses & distributions

Benefits paid
$643,036
Administrative expenses
$2,796
Total expenses
$645,832
Net increase / (decrease)
$2,937,334

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$2,796$02023

Related Form 5500 pages