Hb Global 401(K) Plan — Form 5500 plan (Hbg, 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, Hb Global 401(K) Plan is a benefit plan reported by Hbg, Inc. under EIN 82-2969290 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,493 participants and $92,725,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hbg, Inc.
- EIN
- 82-2969290
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 2,493
- End-of-year plan assets
- $92,725,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,493 | H, C | 20241010105652NAL0011393139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,725,463
- Total liabilities (EOY)
- $62,547
- Net assets (EOY)
- $92,662,916
- Net assets (BOY)
- $83,188,452
Income & contributions
- Employer contributions
- $1,488,400
- Participant contributions
- $6,255,110
- Total contributions
- $8,044,557
- Total income / additions
- $20,950,364
Expenses & distributions
- Benefits paid
- $11,117,017
- Administrative expenses
- $339,764
- Total expenses
- $11,529,584
- Net increase / (decrease)
- $9,420,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $194,620 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Investment Advisors | NONE | $128,056 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $17,088 | $0 | 2023 |
| River Wealth Advisors LLC | NONE | $12,893 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $11,034 | not reported in the loaded dataset | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hbg, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Camp Hill, PA
- Conrad Siegel — Schedule C compensation
- Conrad Siegel Investment Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- River Wealth Advisors LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation