Hodgson Russ Retirement Plan — Form 5500 plan (Hodgson Russ Llp)
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, Hodgson Russ Retirement Plan is a benefit plan reported by Hodgson Russ Llp under EIN 16-0708550 and plan number 002. The latest loaded filing year is 2023. The filing reports 756 participants and $144,945,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hodgson Russ Llp
- EIN
- 16-0708550
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 756
- End-of-year plan assets
- $144,945,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 756 | H, C | 20241010143742NAL0020348689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,945,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,945,833
- Net assets (BOY)
- $128,931,275
Income & contributions
- Employer contributions
- $7,475,000
- Total contributions
- $7,475,000
- Total income / additions
- $23,429,918
Expenses & distributions
- Benefits paid
- $6,714,675
- Administrative expenses
- $700,685
- Total expenses
- $7,415,360
- Net increase / (decrease)
- $16,014,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Whitegate Investment Counselors, In | INVESTMENT MANAGER | $199,952 | not reported in the loaded dataset | 2023 |
| Dopkins & Company, Llp | ACCOUNTANT | $15,900 | not reported in the loaded dataset | 2023 |