Hdh Instruments, Lp 401(K) Plan — Form 5500 plan (Hdh Instruments, Lp)
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, Hdh Instruments, Lp 401(K) Plan is a benefit plan reported by Hdh Instruments, Lp under EIN 74-1987201 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $11,816,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hdh Instruments, Lp
- EIN
- 74-1987201
- Plan number
- 001
- Plan type
- 2
- Location
- Pattison, TX
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $11,816,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241008165151NAL0029298672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,816,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,816,589
- Net assets (BOY)
- $9,306,914
Income & contributions
- Employer contributions
- $688,065
- Participant contributions
- $1,077,303
- Total contributions
- $1,765,368
- Total income / additions
- $2,760,746
Expenses & distributions
- Benefits paid
- $251,071
- Administrative expenses
- $0
- Total expenses
- $251,071
- Net increase / (decrease)
- $2,509,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $34,656 | not reported in the loaded dataset | 2023 |
| July Business Services, LLC | CONTRACT ADMIN | $1,300 | $4,955 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $650 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $46 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hdh Instruments, Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Pattison, TX
- Edward D Jones & Co Lp — Schedule C compensation
- July Business Services, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation