Hcf Management, Inc. Retirement Incentive Savings Plan — Form 5500 plan (Hcf Management, 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, Hcf Management, Inc. Retirement Incentive Savings Plan is a benefit plan reported by Hcf Management, Inc. under EIN 20-0085606 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,214 participants and $53,050,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hcf Management, Inc.
- EIN
- 20-0085606
- Plan number
- 001
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 4,214
- End-of-year plan assets
- $53,050,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,214 | H, C | 20241011123946NAL0038743776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,050,644
- Total liabilities (EOY)
- $32,372
- Net assets (EOY)
- $53,018,272
- Net assets (BOY)
- $46,407,847
Income & contributions
- Employer contributions
- $536,667
- Participant contributions
- $3,062,268
- Total contributions
- $3,834,870
- Total income / additions
- $12,060,670
Expenses & distributions
- Benefits paid
- $5,201,600
- Administrative expenses
- $163,365
- Total expenses
- $5,450,245
- Net increase / (decrease)
- $6,610,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $79,871 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,242 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $25,699 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,558 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hackett & Co | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $8,694 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hcf Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lima, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Clark Schaefer Hackett & Co — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation