Hilbert Communications 401(K) Profit Sharing Plan — Form 5500 plan (Hilbert Communications, 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, Hilbert Communications 401(K) Profit Sharing Plan is a benefit plan reported by Hilbert Communications, LLC under EIN 26-0833479 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $4,931,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hilbert Communications, LLC
- EIN
- 26-0833479
- Plan number
- 001
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $4,931,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20240918112159NAL0009380738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,931,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,931,975
- Net assets (BOY)
- $3,452,917
Income & contributions
- Employer contributions
- $437,803
- Participant contributions
- $722,340
- Total contributions
- $1,161,616
- Total income / additions
- $1,785,092
Expenses & distributions
- Benefits paid
- $706,009
- Administrative expenses
- $18,045
- Total expenses
- $724,113
- Net increase / (decrease)
- $1,060,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | BROKER | $0 | $18,593 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $14,419 | $0 | 2023 |
| Pension Inc. | THIRD PARTY ADMIN. | $1,898 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,728 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hilbert Communications, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Kestra Investment Services LLC — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Pension Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation