Hurst Review Services, Inc. 401(K) Plan — Form 5500 plan (Hurst Review 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, Hurst Review Services, Inc. 401(K) Plan is a benefit plan reported by Hurst Review Services, Inc. under EIN 64-0921506 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $3,518,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hurst Review Services, Inc.
- EIN
- 64-0921506
- Plan number
- 001
- Plan type
- 2
- Location
- Brookhaven, MS
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $3,518,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20241012230451NAL0012098483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,518,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,518,441
- Net assets (BOY)
- $3,005,352
Income & contributions
- Employer contributions
- $110,957
- Participant contributions
- $239,089
- Total contributions
- $350,046
- Total income / additions
- $966,031
Expenses & distributions
- Benefits paid
- $402,260
- Administrative expenses
- $50,682
- Total expenses
- $452,942
- Net increase / (decrease)
- $513,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $31,723 | $0 | 2023 |
| Ameriprise Financial Services | INVESTMENT ADVISOR | $0 | $23,087 | 2023 |
| Hub International Gulf South Ltd | TPA | $9,740 | not reported in the loaded dataset | 2023 |
| Chance Gay And Cieglo Pllc | AUDITOR | $9,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hurst Review Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Brookhaven, MS
- Nationwide — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- Hub International Gulf South Ltd — Schedule C compensation
- Chance Gay And Cieglo Pllc — Schedule C compensation