Hill & Markes, LLC 401(K) Plan — Form 5500 plan (Hill & Markes, 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, Hill & Markes, LLC 401(K) Plan is a benefit plan reported by Hill & Markes, LLC. under EIN 14-0751030 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $9,167,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hill & Markes, LLC.
EIN
14-0751030
Plan number
001
Plan type
2
Location
Amsterdam, NY
Latest filing year
2023
Participants
209
End-of-year plan assets
$9,167,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241015144356NAL0016656131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,167,764
Total liabilities (EOY)
$0
Net assets (EOY)
$9,167,764
Net assets (BOY)
$8,842,951

Income & contributions

Employer contributions
$143,934
Participant contributions
$862,932
Total contributions
$1,298,584
Total income / additions
$2,535,007

Expenses & distributions

Benefits paid
$2,181,712
Administrative expenses
$27,459
Total expenses
$2,210,194
Net increase / (decrease)
$324,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,012$02023
M Holdings SecuritiesINVESTMENT ADVISORY$0$8,1222023
Orenda Retirment, LLCCONTRACT ADMINISTRATOR$4,424$2,5452023

Related Form 5500 pages