Plan5500

Hg Insights, Inc. 401(K) Plan — Form 5500 plan (Hg Insights, 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, Hg Insights, Inc. 401(K) Plan is a benefit plan reported by Hg Insights, Inc. under EIN 27-2998713 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $10,206,793 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hg Insights, Inc.
EIN
27-2998713
Plan number
001
Plan type
2
Location
Santa Barbara, CA
Latest filing year
2023
Participants
224
End-of-year plan assets
$10,206,793

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241011141246NAL0011005683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,206,793
Total liabilities (EOY)
$0
Net assets (EOY)
$10,206,793
Net assets (BOY)
$6,484,781

Income & contributions

Employer contributions
$1,254,795
Participant contributions
$1,824,386
Total contributions
$3,792,934
Total income / additions
$5,260,630

Expenses & distributions

Benefits paid
$1,507,218
Administrative expenses
$31,400
Total expenses
$1,538,618
Net increase / (decrease)
$3,722,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$31,400not reported in the loaded dataset2023

Related Form 5500 pages