Hf Group LLC 401(K) Plan — Form 5500 plan (Hf Group 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, Hf Group LLC 401(K) Plan is a benefit plan reported by Hf Group LLC under EIN 20-4101469 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $10,134,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hf Group LLC
- EIN
- 20-4101469
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterland, OH
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $10,134,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20240924123611NAL0007445795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,134,039
- Total liabilities (EOY)
- $3,750
- Net assets (EOY)
- $10,130,289
- Net assets (BOY)
- $8,830,114
Income & contributions
- Employer contributions
- $47,767
- Participant contributions
- $318,092
- Total contributions
- $413,219
- Total income / additions
- $1,753,884
Expenses & distributions
- Benefits paid
- $421,387
- Administrative expenses
- $32,322
- Total expenses
- $453,709
- Net increase / (decrease)
- $1,300,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Retirement Plan Advisors | ADVISOR | $18,283 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $14,039 | $0 | 2023 |