Hubbard-Hall, Inc. 401(K) Savings Plan — Form 5500 plan (Hubbard-Hall, 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, Hubbard-Hall, Inc. 401(K) Savings Plan is a benefit plan reported by Hubbard-Hall, Inc. under EIN 06-0881614 and plan number 004. The latest loaded filing year is 2023. The filing reports 144 participants and $28,171,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hubbard-Hall, Inc.
- EIN
- 06-0881614
- Plan number
- 004
- Plan type
- 2
- Location
- Waterbury, CT
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $28,171,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250814072528NAL0005288979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,171,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,171,120
- Net assets (BOY)
- $23,084,902
Income & contributions
- Employer contributions
- $639,071
- Participant contributions
- $1,071,023
- Total contributions
- $2,603,591
- Total income / additions
- $8,822,611
Expenses & distributions
- Benefits paid
- $3,676,210
- Administrative expenses
- $60,183
- Total expenses
- $3,736,393
- Net increase / (decrease)
- $5,086,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce Fenner & Smit | INVESTMENT ADVISOR | $21,720 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $19,957 | not reported in the loaded dataset | 2023 |
| Pasi, LLC | PLAN ADMINISTRATOR | $9,330 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,176 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hubbard-Hall, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Waterbury, CT
- Merrill Lynch, Pierce Fenner & Smit — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation