H. W. Kaufman Financial Group Retirement Savings Plan — Form 5500 plan (H.W. Kaufman Financial Group)
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, H. W. Kaufman Financial Group Retirement Savings Plan is a benefit plan reported by H.W. Kaufman Financial Group under EIN 38-1903339 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,074 participants and $136,501,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H.W. Kaufman Financial Group
- EIN
- 38-1903339
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 2,074
- End-of-year plan assets
- $136,501,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,074 | H, C | 20241014091328NAL0051672930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,501,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,501,325
- Net assets (BOY)
- $116,741,360
Income & contributions
- Employer contributions
- $3,164,515
- Participant contributions
- $11,583,581
- Total contributions
- $17,030,456
- Total income / additions
- $36,890,542
Expenses & distributions
- Benefits paid
- $17,179,583
- Administrative expenses
- $258,644
- Total expenses
- $17,478,746
- Net increase / (decrease)
- $19,411,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,220 | $0 | 2023 |
| Michael,Mark,Cicchella | BROKER/ADVISER | $0 | $7,119 | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $568 | $3,326 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT ADVISOR | $2,412 | not reported in the loaded dataset | 2023 |
| Sigma Financial Corporation | BROKER/ADVISER | $0 | $1,312 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H.W. Kaufman Financial Group
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hills, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Michael,Mark,Cicchella — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Sigma Financial Corporation — Schedule C compensation