Hill Wallack Retirement Plan — Form 5500 plan (Hill Wallack Llp)
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, Hill Wallack Retirement Plan is a benefit plan reported by Hill Wallack Llp under EIN 22-2118088 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $23,637,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hill Wallack Llp
- EIN
- 22-2118088
- Plan number
- 002
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $23,637,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240807144521NAL0003638257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,637,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,637,579
- Net assets (BOY)
- $21,590,237
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,349,875
- Total contributions
- $1,453,607
- Total income / additions
- $4,846,096
Expenses & distributions
- Benefits paid
- $2,671,595
- Administrative expenses
- $127,159
- Total expenses
- $2,798,754
- Net increase / (decrease)
- $2,047,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Capital Group LLC | OTHER | $112,376 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,783 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |