Hilltop Energy, Inc. 401(K) Plan — Form 5500 plan (Hilltop Energy, 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, Hilltop Energy, Inc. 401(K) Plan is a benefit plan reported by Hilltop Energy, Inc. under EIN 34-1479255 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $9,233,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hilltop Energy, Inc.
EIN
34-1479255
Plan number
001
Plan type
2
Location
Lisbon, OH
Latest filing year
2023
Participants
108
End-of-year plan assets
$9,233,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108H, C20240925125619NAL0029130434001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,233,952
Net assets (EOY)
$9,233,952
Net assets (BOY)
$7,847,354

Income & contributions

Employer contributions
$265,377
Participant contributions
$471,478
Total contributions
$740,438
Total income / additions
$2,163,876

Expenses & distributions

Benefits paid
$747,543
Administrative expenses
$29,735
Total expenses
$777,278
Net increase / (decrease)
$1,386,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meeder Advisory Services, Inc.INVESTMENT ADVISOR$20,561not reported in the loaded dataset2023
Transamerica Reitrement SolutionsRECORDKEEPER$9,174$02023

Related Form 5500 pages