Hmh Lifestyles L.P. 401(K) Plan — Form 5500 plan (History Maker Homes)
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, Hmh Lifestyles L.P. 401(K) Plan is a benefit plan reported by History Maker Homes under EIN 20-0500170 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $11,137,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- History Maker Homes
- EIN
- 20-0500170
- Plan number
- 001
- Plan type
- 2
- Location
- Grapevine, TX
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $11,137,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241009105804NAL0009128579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,137,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,137,434
- Net assets (BOY)
- $9,778,054
Income & contributions
- Employer contributions
- $529,392
- Participant contributions
- $1,384,274
- Total contributions
- $2,028,547
- Total income / additions
- $3,623,244
Expenses & distributions
- Benefits paid
- $2,215,840
- Administrative expenses
- $48,024
- Total expenses
- $2,263,864
- Net increase / (decrease)
- $1,359,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,077 | $0 | 2023 |
| Vpag LLC Dba Visionpoint Advisory G | INVESTMENT ADVISOR | $20,547 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for History Maker Homes
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grapevine, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Vpag LLC Dba Visionpoint Advisory G — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation