Hmr Veterans Services, Inc. 401(K) Plan — Form 5500 plan (Hmr Veterans Services, 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, Hmr Veterans Services, Inc. 401(K) Plan is a benefit plan reported by Hmr Veterans Services, Inc. under EIN 20-0868983 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,516 participants and $32,921,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hmr Veterans Services, Inc.
- EIN
- 20-0868983
- Plan number
- 001
- Plan type
- 2
- Location
- Anderson, SC
- Latest filing year
- 2023
- Participants
- 2,516
- End-of-year plan assets
- $32,921,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,516 | H, C | 20250501142931NAL0002085379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,921,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,921,061
- Net assets (BOY)
- $29,581,619
Income & contributions
- Employer contributions
- $1,432,647
- Participant contributions
- $2,582,063
- Total contributions
- $4,209,069
- Total income / additions
- $8,585,606
Expenses & distributions
- Benefits paid
- $4,817,342
- Administrative expenses
- $238,266
- Total expenses
- $5,246,164
- Net increase / (decrease)
- $3,339,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $184,382 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $41,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,684 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hmr Veterans Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Anderson, SC
- Empower Annuity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation