Humanco Assets LLC 401(K) Plan — Form 5500 plan (Humanco Assets 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, Humanco Assets LLC 401(K) Plan is a benefit plan reported by Humanco Assets LLC under EIN 83-4109952 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $3,945,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Humanco Assets LLC
- EIN
- 83-4109952
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $3,945,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241009130708NAL0010625699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,945,209
- Total liabilities (EOY)
- $22,500
- Net assets (EOY)
- $3,922,709
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $316,540
- Participant contributions
- $457,573
- Total contributions
- $863,021
- Total income / additions
- $1,393,877
Expenses & distributions
- Benefits paid
- $1,411,388
- Administrative expenses
- $2,925
- Total expenses
- $1,414,313
- Net increase / (decrease)
- -$20,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uniglobal Pension Planning, Inc. | CONTRACT ADMIN | $8,989 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $190 | $0 | 2023 |