Hta Plumbing & Mechanical Inc 401k Plan — Form 5500 plan (Hta Plumbing & Mechanical 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, Hta Plumbing & Mechanical Inc 401k Plan is a benefit plan reported by Hta Plumbing & Mechanical Inc under EIN 88-0420295 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $1,258,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hta Plumbing & Mechanical Inc
- EIN
- 88-0420295
- Plan number
- 001
- Plan type
- 2
- Location
- Henderson, NV
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $1,258,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240920171747NAL0016110546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,258,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,258,187
- Net assets (BOY)
- $889,076
Income & contributions
- Employer contributions
- $157,098
- Participant contributions
- $196,811
- Total contributions
- $353,909
- Total income / additions
- $526,437
Expenses & distributions
- Benefits paid
- $136,470
- Administrative expenses
- $20,856
- Total expenses
- $157,326
- Net increase / (decrease)
- $369,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $8,619 | $0 | 2023 |
| Futureplan Fiduciary Services | TPA | $8,451 | $0 | 2023 |
| Trusted Business Advisor Group | INVESTMENT ADVISORY | $3,778 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hta Plumbing & Mechanical Inc
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Henderson, NV
- Transamerica Financial Life — Schedule C compensation
- Futureplan Fiduciary Services — Schedule C compensation
- Trusted Business Advisor Group — Schedule C compensation