Bridge Group Hh, Inc. 401(K) Plan — Form 5500 plan (Bridge Group Hh, 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, Bridge Group Hh, Inc. 401(K) Plan is a benefit plan reported by Bridge Group Hh, Inc. under EIN 81-4194876 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,174 participants and $7,266,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridge Group Hh, Inc.
- EIN
- 81-4194876
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,174
- End-of-year plan assets
- $7,266,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,174 | H, C | 20241015194642NAL0017135427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,266,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,266,553
- Net assets (BOY)
- $5,877,311
Income & contributions
- Employer contributions
- $218,958
- Participant contributions
- $1,675,213
- Total contributions
- $1,969,825
- Total income / additions
- $3,103,352
Expenses & distributions
- Benefits paid
- $1,594,383
- Administrative expenses
- $67,047
- Total expenses
- $1,714,110
- Net increase / (decrease)
- $1,389,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc | INVESTMENT ADVISOR | $31,715 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,130 | $0 | 2023 |
| Premier Plan Consultants | CONTRACT ADMIN | $8,550 | $3,171 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,645 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridge Group Hh, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Cambridge Investment Research Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Premier Plan Consultants — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation