Plan5500

Humphreys & Partners Architects 401(K) Plan — Form 5500 plan (Humphreys & Partners Architects, L.P.)

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, Humphreys & Partners Architects 401(K) Plan is a benefit plan reported by Humphreys & Partners Architects, L.P. under EIN 75-2378544 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $22,962,621 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23MPlan net assets, end of year$22,962,621
Participants361Covered participants reported
Assets / participant$63.6KComputed: assets ÷ participants$63,608 (computed)
Provider compensation$62.1K4 Schedule C provider row(s)$62,074
Plan sponsor
Humphreys & Partners Architects, L.P.
EIN
75-2378544
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    361 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23M total assets
Net assets$23MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$600.3K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$22,962,621
Total liabilities (EOY)
$0
Net assets (EOY)
$22,962,621
Net assets (BOY)
$19,665,144

Income & contributions

Employer contributions
$600,317
Participant contributions
$1,564,680
Total contributions
$2,221,104
Total income / additions
$5,336,815

Expenses & distributions

Benefits paid
$2,017,842
Administrative expenses
$21,879
Total expenses
$2,039,338
Net increase / (decrease)
$3,297,477
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Northwestern Mutual Investment Svcs$40.2K
    BROKER/ADVISER · Direct $0 · Indirect $40.2K
  2. 2
    Empower Annuity Insurance Company O$12.2K
    RECORDKEEPER · Direct $12.2K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$5.6K
    INVESTMENT MGMT · Direct $5.6K
  4. 4
    Envestnet Retirement Solutions, LLC$4.1K
    OTHER · Direct $4.1K

Related Form 5500 pages