Hilldrup Moving & Storage 401(K) Plan And Trust — Form 5500 plan (Hilldrup Companies, 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, Hilldrup Moving & Storage 401(K) Plan And Trust is a benefit plan reported by Hilldrup Companies, Inc under EIN 54-0661748 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $30,293,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hilldrup Companies, Inc
EIN
54-0661748
Plan number
001
Plan type
2
Location
Stafford, VA
Latest filing year
2023
Participants
599
End-of-year plan assets
$30,293,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023599H, C20241014093334NAL0013066403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,293,357
Total liabilities (EOY)
$0
Net assets (EOY)
$30,293,357
Net assets (BOY)
$26,569,499

Income & contributions

Employer contributions
$255,240
Participant contributions
$1,955,766
Total contributions
$2,750,182
Total income / additions
$7,224,679

Expenses & distributions

Benefits paid
$3,398,060
Administrative expenses
$79,357
Total expenses
$3,500,821
Net increase / (decrease)
$3,723,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$79,357$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages