Hooker Creek Companies 401(K) Retirement Savings & Profit Sharing — Form 5500 plan (Hooker Creek Companies, 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, Hooker Creek Companies 401(K) Retirement Savings & Profit Sharing is a benefit plan reported by Hooker Creek Companies, LLC under EIN 93-1307395 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $11,335,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hooker Creek Companies, LLC
EIN
93-1307395
Plan number
001
Plan type
2
Location
Bend, OR
Latest filing year
2023
Participants
128
End-of-year plan assets
$11,335,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240731153235NAL0014487043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,335,459
Total liabilities (EOY)
$0
Net assets (EOY)
$11,335,459
Net assets (BOY)
$10,010,463

Income & contributions

Employer contributions
$167,412
Participant contributions
$459,599
Total contributions
$627,011
Total income / additions
$2,192,519

Expenses & distributions

Benefits paid
$814,055
Administrative expenses
$53,468
Total expenses
$867,523
Net increase / (decrease)
$1,324,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,951$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$25,517$72023

Related Form 5500 pages