Hodges Management Company, Inc. Employee 401(K) Retirement Plan — Form 5500 plan (Hodges Management Company)
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, Hodges Management Company, Inc. Employee 401(K) Retirement Plan is a benefit plan reported by Hodges Management Company under EIN 58-2526790 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $2,994,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hodges Management Company
- EIN
- 58-2526790
- Plan number
- 001
- Plan type
- 2
- Location
- Statesboro, GA
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $2,994,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20240909155015NAL0002904995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,994,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,994,569
- Net assets (BOY)
- $2,343,286
Income & contributions
- Employer contributions
- $16,750
- Participant contributions
- $167,495
- Total contributions
- $184,245
- Total income / additions
- $723,757
Expenses & distributions
- Benefits paid
- $69,943
- Administrative expenses
- $2,531
- Total expenses
- $72,474
- Net increase / (decrease)
- $651,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dorsa Consulting Services, Inc. | OTHER SERVICES | $0 | $1,248 | 2023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER/INV ADV | $311 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY-PPTS | $311 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hodges Management Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Statesboro, GA
- Dorsa Consulting Services, Inc. — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation