Hpcca - Haig Point 401(K) Plan — Form 5500 plan (Hpcca - Haig Point)
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, Hpcca - Haig Point 401(K) Plan is a benefit plan reported by Hpcca - Haig Point under EIN 22-2690475 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $2,774,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hpcca - Haig Point
- EIN
- 22-2690475
- Plan number
- 001
- Plan type
- 2
- Location
- Hilton Head Island, SC
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $2,774,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241009145547NAL0018593553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,774,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,774,658
- Net assets (BOY)
- $2,656,118
Income & contributions
- Employer contributions
- $188,153
- Participant contributions
- $339,375
- Total contributions
- $528,841
- Total income / additions
- $870,718
Expenses & distributions
- Benefits paid
- $722,631
- Administrative expenses
- $26,318
- Total expenses
- $752,178
- Net increase / (decrease)
- $118,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $10,755 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,573 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hpcca - Haig Point
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Hilton Head Island, SC
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation