401(K) Tech Collective Plan — Form 5500 plan (Hr Benefits 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, 401(K) Tech Collective Plan is a benefit plan reported by Hr Benefits Inc under EIN 81-3527701 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,684 participants and $71,248,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hr Benefits Inc
EIN
81-3527701
Plan number
001
Plan type
3
Location
Issaquah, WA
Latest filing year
2023
Participants
2,684
End-of-year plan assets
$71,248,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,684H, C20241015133250NAL0014727683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,248,638
Total liabilities (EOY)
$60,368
Net assets (EOY)
$71,188,270
Net assets (BOY)
$52,746,187

Income & contributions

Employer contributions
$1,683,930
Participant contributions
$14,960,238
Total contributions
$18,863,011
Total income / additions
$29,245,996

Expenses & distributions

Benefits paid
$9,162,795
Administrative expenses
$213,909
Total expenses
$9,376,704
Net increase / (decrease)
$19,869,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hr Benefits IncCONTRACT ADMIN$191,354not reported in the loaded dataset2023
NwpsRECORDKEEPER$22,555not reported in the loaded dataset2023

Related Form 5500 pages