Plan5500

Hfi, LLC Savings Plan — Form 5500 plan (Hfi, 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, Hfi, LLC Savings Plan is a benefit plan reported by Hfi, LLC under EIN 20-3914731 and plan number 001. The latest loaded filing year is 2023. The filing reports 498 participants and $17,911,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hfi, LLC
EIN
20-3914731
Plan number
001
Plan type
2
Location
Canal Winchester, OH
Latest filing year
2023
Participants
498
End-of-year plan assets
$17,911,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023498H, C20241015073333NAL0027766177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,911,654
Total liabilities (EOY)
$0
Net assets (EOY)
$17,911,654
Net assets (BOY)
$15,739,106

Income & contributions

Employer contributions
$801,895
Participant contributions
$1,493,974
Total contributions
$2,446,370
Total income / additions
$5,233,123

Expenses & distributions

Benefits paid
$2,979,824
Administrative expenses
$80,751
Total expenses
$3,060,575
Net increase / (decrease)
$2,172,548

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$51,113$02023
Everhart Financial Group IncADVISOR$30,677not reported in the loaded dataset2023

Related Form 5500 pages