Hopewell 401(K) Retirement Plan — Form 5500 plan (Hopewell 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, Hopewell 401(K) Retirement Plan is a benefit plan reported by Hopewell Inc. under EIN 04-2438910 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $8,443,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hopewell Inc.
- EIN
- 04-2438910
- Plan number
- 001
- Plan type
- 2
- Location
- Dedham, MA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $8,443,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20250313095132NAL0020596353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,443,727
- Net assets (EOY)
- $8,443,727
- Net assets (BOY)
- $7,715,107
Income & contributions
- Employer contributions
- $364,749
- Participant contributions
- $418,504
- Total contributions
- $827,491
- Total income / additions
- $1,814,137
Expenses & distributions
- Benefits paid
- $1,082,117
- Administrative expenses
- $3,400
- Total expenses
- $1,085,517
- Net increase / (decrease)
- $728,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research | ADVISOR'S BROKER DEALER | $0 | $17,063 | 2023 |
| Aegis Retirement Partners,LLC | TPA | $0 | $5,785 | 2023 |