Hill & Smith Group Holdings, Inc. 401(K) Plan — Form 5500 plan (Hill & Smith Group Holdings, 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, Hill & Smith Group Holdings, Inc. 401(K) Plan is a benefit plan reported by Hill & Smith Group Holdings, Inc. under EIN 47-4129834 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,291 participants and $63,432,801 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hill & Smith Group Holdings, Inc.
EIN
47-4129834
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
1,291
End-of-year plan assets
$63,432,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,291H, C20240826164659NAL0009738945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,432,801
Total liabilities (EOY)
$1,528
Net assets (EOY)
$63,431,273
Net assets (BOY)
$48,038,675

Income & contributions

Employer contributions
$1,664,103
Participant contributions
$4,244,613
Total contributions
$12,565,163
Total income / additions
$20,275,340

Expenses & distributions

Benefits paid
$4,839,279
Administrative expenses
$228,296
Total expenses
$5,067,575
Net increase / (decrease)
$15,207,765

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideSERVICE PROVIDER$211,061$02023
Troy GaerkeTPA$17,235$40,1072023

Related Form 5500 pages