Plan5500

Huddl3 Group 401k Plan — Form 5500 plan (Huddl3 Group)

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, Huddl3 Group 401k Plan is a benefit plan reported by Huddl3 Group under EIN 85-2208820 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,192 participants and $34,259,931 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Huddl3 Group
EIN
85-2208820
Plan number
001
Plan type
2
Location
Tustin, CA
Latest filing year
2023
Participants
1,192
End-of-year plan assets
$34,259,931

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,192H, C20241011124736NAL0022767169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,259,931
Total liabilities (EOY)
$0
Net assets (EOY)
$34,259,931
Net assets (BOY)
$29,875,236

Income & contributions

Participant contributions
$3,572,032
Total contributions
$4,195,505
Total income / additions
$9,475,898

Expenses & distributions

Benefits paid
$4,972,495
Administrative expenses
$38,462
Total expenses
$5,091,203
Net increase / (decrease)
$4,384,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$52,438$02023
Adp, Inc.RECORD KEEPER$47,117$02023
Wertz & CompanyACCOUNTANT$12,053$02023
Bourgeois Dennett LLCACCOUNTANT$7,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages