Hill Management Services, Inc. 401(K) Plan — Form 5500 plan (Hill Management Services, 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 Management Services, Inc. 401(K) Plan is a benefit plan reported by Hill Management Services, Inc under EIN 52-1723215 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $8,226,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hill Management Services, Inc
- EIN
- 52-1723215
- Plan number
- 001
- Plan type
- 2
- Location
- Hunt Valley, MD
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $8,226,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241009132107NAL0009247347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,226,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,226,550
- Net assets (BOY)
- $6,278,178
Income & contributions
- Employer contributions
- $202,046
- Participant contributions
- $1,115,280
- Total contributions
- $1,324,064
- Total income / additions
- $2,547,107
Expenses & distributions
- Benefits paid
- $553,533
- Administrative expenses
- $45,202
- Total expenses
- $598,735
- Net increase / (decrease)
- $1,948,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insu | RECORDKEEPER | $24,219 | $0 | 2023 |
| Tag Resources, LLC | RECORDKEEPER | $14,064 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,252 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hill Management Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hunt Valley, MD
- Transamerica Financial Life Insu — Schedule C compensation
- Tag Resources, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation