Htx Holdings Retirement Savings Plan — Form 5500 plan (Htx Holdings, LLC)

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, Htx Holdings Retirement Savings Plan is a benefit plan reported by Htx Holdings, LLC under EIN 47-1486445 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $15,200,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Htx Holdings, LLC
EIN
47-1486445
Plan number
001
Plan type
2
Location
Plainview, NY
Latest filing year
2023
Participants
280
End-of-year plan assets
$15,200,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241014084813NAL0045363488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,200,283
Total liabilities (EOY)
$0
Net assets (EOY)
$15,200,283
Net assets (BOY)
$12,626,222

Income & contributions

Employer contributions
$355,650
Participant contributions
$1,044,280
Total contributions
$1,423,624
Total income / additions
$3,673,709

Expenses & distributions

Benefits paid
$1,090,978
Administrative expenses
$8,670
Total expenses
$1,099,648
Net increase / (decrease)
$2,574,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business ServicesRECORDKEEPER$8,670not reported in the loaded dataset2023

Related Form 5500 pages