John A. Hudec And Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (John A. Hudec And 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, John A. Hudec And Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by John A. Hudec And Associates, Inc. under EIN 34-1455076 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $9,525,997 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John A. Hudec And Associates, Inc.
EIN
34-1455076
Plan number
002
Plan type
2
Location
Brecksville, OH
Latest filing year
2023
Participants
311
End-of-year plan assets
$9,525,997

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20241004154122NAL0006817347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,525,997
Total liabilities (EOY)
$28,493
Net assets (EOY)
$9,497,504
Net assets (BOY)
$7,784,489

Income & contributions

Employer contributions
$206,097
Participant contributions
$571,364
Total contributions
$777,461
Total income / additions
$2,196,112

Expenses & distributions

Benefits paid
$399,310
Administrative expenses
$45,070
Total expenses
$483,097
Net increase / (decrease)
$1,713,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oppenheimer & Co IncADVISOR$23,790not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,280$02023

Related Form 5500 pages