Hispanic Housing Development Corporation 401(K)/Retirement Plan — Form 5500 plan (Hispanic Housing Development 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, Hispanic Housing Development Corporation 401(K)/Retirement Plan is a benefit plan reported by Hispanic Housing Development Corporation under EIN 36-2889871 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $6,814,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hispanic Housing Development Corporation
- EIN
- 36-2889871
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $6,814,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241009135445NAL0010694499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,814,853
- Total liabilities (EOY)
- $13,978
- Net assets (EOY)
- $6,800,875
- Net assets (BOY)
- $7,081,272
Income & contributions
- Employer contributions
- $495,322
- Participant contributions
- $255,594
- Total contributions
- $770,169
- Total income / additions
- $2,304,469
Expenses & distributions
- Benefits paid
- $2,535,026
- Administrative expenses
- $46,585
- Total expenses
- $2,584,866
- Net increase / (decrease)
- -$280,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,224 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISOR | $17,077 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment Mgmt | INVESTMENT MANAGEMENT | $2,751 | not reported in the loaded dataset | 2023 |
| Creative Planning Holding Co | INVESTMENT ADVISOR | $1,404 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hispanic Housing Development Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation
- Creative Planning Holding Co — Schedule C compensation