Hope Enterprises, Inc. Retirement Plan — Form 5500 plan (Hope Enterprises, Inc.)
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, Hope Enterprises, Inc. Retirement Plan is a benefit plan reported by Hope Enterprises, Inc. under EIN 23-2303287 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $16,909,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hope Enterprises, Inc.
- EIN
- 23-2303287
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsport, PA
- Latest filing year
- 2023
- Participants
- 542
- End-of-year plan assets
- $16,909,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20250411133606NAL0036053616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,909,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,909,895
- Net assets (BOY)
- $15,898,914
Income & contributions
- Employer contributions
- $557,763
- Participant contributions
- $734,532
- Total contributions
- $1,393,572
- Total income / additions
- $3,475,510
Expenses & distributions
- Benefits paid
- $2,384,425
- Administrative expenses
- $80,104
- Total expenses
- $2,464,529
- Net increase / (decrease)
- $1,010,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,302 | $0 | 2023 |
| Triad Hybrid Solutions, Inc. | ADVISOR | $0 | $18,903 | 2023 |
| Stonebridge Financial Group,LLC | INVESTMENT ADVISORY | $0 | $6,972 | 2023 |
| Pa Retirement Solutions | CONTRACT ADMINISTRATOR | $300 | $5,085 | 2023 |
| Tiaa-Teachers Ins And Annuity Assn | N/A | $2,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hope Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Williamsport, PA
- Principal Life Insurance Company — Schedule C compensation
- Triad Hybrid Solutions, Inc. — Schedule C compensation
- Stonebridge Financial Group,LLC — Schedule C compensation
- Pa Retirement Solutions — Schedule C compensation
- Tiaa-Teachers Ins And Annuity Assn — Schedule C compensation