Hei Civil 401(K) Plan — Form 5500 plan (Hudick Excavating, 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, Hei Civil 401(K) Plan is a benefit plan reported by Hudick Excavating, Inc. under EIN 84-0816514 and plan number 002. The latest loaded filing year is 2023. The filing reports 435 participants and $4,838,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hudick Excavating, Inc.
- EIN
- 84-0816514
- Plan number
- 002
- Plan type
- 2
- Location
- Castle Rock, CO
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $4,838,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20241011120242NAL0010894963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,838,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,838,872
- Net assets (BOY)
- $2,865,255
Income & contributions
- Employer contributions
- $398,395
- Participant contributions
- $996,331
- Total contributions
- $1,678,559
- Total income / additions
- $2,352,823
Expenses & distributions
- Benefits paid
- $347,955
- Administrative expenses
- $31,251
- Total expenses
- $379,206
- Net increase / (decrease)
- $1,973,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $22,106 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Federated Funds | NONE | $0 | $0 | 2023 |
| Allspring Gobal Fund | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hudick Excavating, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Castle Rock, CO
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Federated Funds — Schedule C compensation
- Allspring Gobal Fund — Schedule C compensation
- American Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Invesco — Schedule C compensation