Hr Butler Mep Retirement Plan — Form 5500 plan (T.R. Hedge & Associates, 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, Hr Butler Mep Retirement Plan is a benefit plan reported by T.R. Hedge & Associates, Inc. under EIN 31-1256367 and plan number 001. The latest loaded filing year is 2023. The filing reports 511 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T.R. Hedge & Associates, Inc.
- EIN
- 31-1256367
- Plan number
- 001
- Plan type
- 3
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- 511
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 511 | H, C | 20250326120858NAL0015803537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $8,827,308
Income & contributions
- Employer contributions
- $516,284
- Participant contributions
- $1,339,843
- Total contributions
- $1,909,294
- Total income / additions
- $3,215,655
Expenses & distributions
- Benefits paid
- $908,709
- Administrative expenses
- $83,145
- Total expenses
- $991,854
- Net increase / (decrease)
- $2,223,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Pension Design Group | N/A | $40,325 | $0 | 2023 |
| Libertas Wealth Management, Inc. | N/A | $37,984 | $0 | 2023 |