Retirement Savings Plan For Employees Of Hibbert Company — Form 5500 plan (The Hibbert Company)
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, Retirement Savings Plan For Employees Of Hibbert Company is a benefit plan reported by The Hibbert Company under EIN 21-0475335 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $45,759,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hibbert Company
- EIN
- 21-0475335
- Plan number
- 001
- Plan type
- 2
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $45,759,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20241014073725NAL0045221120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,759,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,759,043
- Net assets (BOY)
- $40,928,254
Income & contributions
- Employer contributions
- $375,529
- Participant contributions
- $2,011,716
- Total contributions
- $2,442,810
- Total income / additions
- $9,674,373
Expenses & distributions
- Benefits paid
- $4,675,666
- Administrative expenses
- $113,424
- Total expenses
- $4,843,584
- Net increase / (decrease)
- $4,830,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,438 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $55,986 | $13 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hibbert Company
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Trenton, NJ
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation