Hok Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Hok Group, 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, Hok Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Hok Group, Inc. under EIN 43-1205826 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,351 participants and $309,792,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hok Group, Inc.
- EIN
- 43-1205826
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 2,351
- End-of-year plan assets
- $309,792,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,351 | H, C | 20241015215907NAL0015455155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $309,792,255
- Net assets (EOY)
- $309,792,255
- Net assets (BOY)
- $260,996,022
Income & contributions
- Employer contributions
- $4,155,550
- Participant contributions
- $15,385,358
- Total contributions
- $22,049,353
- Total income / additions
- $71,677,674
Expenses & distributions
- Benefits paid
- $22,628,986
- Administrative expenses
- $252,353
- Total expenses
- $22,881,441
- Net increase / (decrease)
- $48,796,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $159,555 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $29,323 | not reported in the loaded dataset | 2023 |
| Acropolis Investment Managemen | NONE | $12,537 | not reported in the loaded dataset | 2023 |
| Lmcg Investments LLC | NONE | $8,691 | not reported in the loaded dataset | 2023 |
| Modera Wealth Management LLC | NONE | $8,316 | not reported in the loaded dataset | 2023 |
| Parsec Financial Management | NONE | $7,837 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth LLC | NONE | $6,812 | not reported in the loaded dataset | 2023 |
| Droms Strauss Advisors Inc | NONE | $6,458 | not reported in the loaded dataset | 2023 |
| United Capital Financial Advis | NONE | $5,759 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,369 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hok Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Acropolis Investment Managemen — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Modera Wealth Management LLC — Schedule C compensation
- Parsec Financial Management — Schedule C compensation
- Steelpeak Wealth LLC — Schedule C compensation
- Droms Strauss Advisors Inc — Schedule C compensation
- United Capital Financial Advis — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation