Hopewest 403(B) Plan — Form 5500 plan (Hopewest)
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, Hopewest 403(B) Plan is a benefit plan reported by Hopewest under EIN 84-1207388 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $18,533,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hopewest
- EIN
- 84-1207388
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $18,533,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20240820154810NAL0001546067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,533,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,533,033
- Net assets (BOY)
- $17,070,601
Income & contributions
- Employer contributions
- $230,143
- Participant contributions
- $1,281,309
- Total contributions
- $1,764,755
- Total income / additions
- $4,782,511
Expenses & distributions
- Benefits paid
- $3,200,740
- Administrative expenses
- $117,268
- Total expenses
- $3,320,079
- Net increase / (decrease)
- $1,462,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alpine Trust & Asset Management | NONE | $80,509 | $0 | 2023 |
| Bpas | NONE | $32,178 | $0 | 2023 |