H2m Architects + Engineers 401(K) Plan — Form 5500 plan (H2m Architects, Engineers, Land Surveying And Landscape Architecture,)
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, H2m Architects + Engineers 401(K) Plan is a benefit plan reported by H2m Architects, Engineers, Land Surveying And Landscape Architecture, under EIN 11-2235604 and plan number 002. The latest loaded filing year is 2023. The filing reports 689 participants and $150,439,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H2m Architects, Engineers, Land Surveying And Landscape Architecture,
- EIN
- 11-2235604
- Plan number
- 002
- Plan type
- 2
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 689
- End-of-year plan assets
- $150,439,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 689 | H, C | 20241003135702NAL0005758451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,439,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $150,439,045
- Net assets (BOY)
- $121,913,342
Income & contributions
- Employer contributions
- $3,896,124
- Participant contributions
- $6,234,738
- Total contributions
- $11,608,385
- Total income / additions
- $34,097,674
Expenses & distributions
- Benefits paid
- $5,382,909
- Administrative expenses
- $174,581
- Total expenses
- $5,571,971
- Net increase / (decrease)
- $28,525,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $144,594 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,561 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $12,226 | $0 | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H2m Architects, Engineers, Land Surveying And Landscape Architecture,
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Acec Retirement Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation