Hurlbut Health Consulting, LLC 401(K) Plan — Form 5500 plan (Hurlbut Health Consulting, LLC)

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, Hurlbut Health Consulting, LLC 401(K) Plan is a benefit plan reported by Hurlbut Health Consulting, LLC under EIN 82-2927589 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,893 participants and $15,605,618 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hurlbut Health Consulting, LLC
EIN
82-2927589
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
1,893
End-of-year plan assets
$15,605,618

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,893H, C20241015123731NAL0028444289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,605,618
Total liabilities (EOY)
$44,958
Net assets (EOY)
$15,560,660
Net assets (BOY)
$13,977,168

Income & contributions

Employer contributions
$68,363
Participant contributions
$976,579
Total contributions
$1,055,740
Total income / additions
$3,256,559

Expenses & distributions

Benefits paid
$1,474,055
Administrative expenses
$120,936
Total expenses
$1,673,067
Net increase / (decrease)
$1,583,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$92,122$02023
Alesco AdvisorsADVISORS$28,814$02023

Related Form 5500 pages