Hyde Park Partners Retirement Savings Plan & Trust — Form 5500 plan (Hyde Park Partners, 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, Hyde Park Partners Retirement Savings Plan & Trust is a benefit plan reported by Hyde Park Partners, Inc. under EIN 57-0289702 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $24,266,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hyde Park Partners, Inc.
EIN
57-0289702
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
199
End-of-year plan assets
$24,266,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241015125139NAL0049477328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,266,623
Total liabilities (EOY)
$0
Net assets (EOY)
$24,266,623
Net assets (BOY)
$20,756,665

Income & contributions

Employer contributions
$404,528
Participant contributions
$1,327,354
Total contributions
$1,731,882
Total income / additions
$5,020,305

Expenses & distributions

Benefits paid
$1,469,055
Administrative expenses
$41,292
Total expenses
$1,510,347
Net increase / (decrease)
$3,509,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,191$02023
NfpCONSULTANT$14,200not reported in the loaded dataset2023

Related Form 5500 pages