Plan5500

Bulldog Group 401(K) Plan — Form 5500 plan (Hci-Bulldog, 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, Bulldog Group 401(K) Plan is a benefit plan reported by Hci-Bulldog, LLC under EIN 47-2589833 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $5,931,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hci-Bulldog, LLC
EIN
47-2589833
Plan number
001
Plan type
2
Location
Kernersville, NC
Latest filing year
2023
Participants
201
End-of-year plan assets
$5,931,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20241013121912NAL0014049699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,931,483
Total liabilities (EOY)
$0
Net assets (EOY)
$5,931,483
Net assets (BOY)
$5,495,799

Income & contributions

Employer contributions
$398,225
Participant contributions
$718,242
Total contributions
$1,116,467
Total income / additions
$1,945,044

Expenses & distributions

Benefits paid
$1,463,060
Administrative expenses
$46,300
Total expenses
$1,509,360
Net increase / (decrease)
$435,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$25,923not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$22,139$02023
Strategic Retirement AdministrationTHIRD PARTY ADMIN$0$5,1842023

Related Form 5500 pages