Hr, Inc. Dba Simple Hr 401(K) Plan — Form 5500 plan (Hr, Inc. Dba Simple Hr)

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, Hr, Inc. Dba Simple Hr 401(K) Plan is a benefit plan reported by Hr, Inc. Dba Simple Hr under EIN 81-0583874 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,776 participants and $28,961,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hr, Inc. Dba Simple Hr
EIN
81-0583874
Plan number
333
Plan type
3
Location
Destin, FL
Latest filing year
2023
Participants
1,776
End-of-year plan assets
$28,961,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,776H, C20241001112615NAL0003220211002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,961,376
Net assets (EOY)
$28,961,376
Net assets (BOY)
$23,238,875

Income & contributions

Employer contributions
$1,423,535
Participant contributions
$3,274,351
Total contributions
$5,125,999
Total income / additions
$8,881,554

Expenses & distributions

Benefits paid
$1,449,522
Administrative expenses
$103,969
Total expenses
$1,566,526
Net increase / (decrease)
$7,315,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$98,857$02023
Mesirow Financial, Inc.ADVISOR$5,112not reported in the loaded dataset2023

Related Form 5500 pages