Hedgeserv Corporation 401(K) Plan — Form 5500 plan (Hedgeserv Corporation)
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, Hedgeserv Corporation 401(K) Plan is a benefit plan reported by Hedgeserv Corporation under EIN 26-2417221 and plan number 001. The latest loaded filing year is 2023. The filing reports 488 participants and $35,701,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hedgeserv Corporation
- EIN
- 26-2417221
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 488
- End-of-year plan assets
- $35,701,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 488 | H, C | 20240924115044NAL0004655651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,701,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,701,149
- Net assets (BOY)
- $27,629,387
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $3,832,076
- Total contributions
- $4,380,702
- Total income / additions
- $9,254,049
Expenses & distributions
- Benefits paid
- $1,162,537
- Administrative expenses
- $19,750
- Total expenses
- $1,182,287
- Net increase / (decrease)
- $8,071,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Operations Inc Dba Cbiz Mhm Ll | CONTRACT ADMIN | $15,750 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $4,000 | $0 | 2023 |