Plan5500

Hoya Shared Savings Plan — Form 5500 plan (Hoya Holdings, 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, Hoya Shared Savings Plan is a benefit plan reported by Hoya Holdings, Inc. under EIN 94-2205027 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,682 participants and $155,465,526 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hoya Holdings, Inc.
EIN
94-2205027
Plan number
001
Plan type
2
Location
Milpitas, CA
Latest filing year
2023
Participants
2,682
End-of-year plan assets
$155,465,526

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,682H, C20250130093915NAL0000377011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$155,465,526
Total liabilities (EOY)
$0
Net assets (EOY)
$155,465,526
Net assets (BOY)
$137,744,247

Income & contributions

Employer contributions
$3,561,009
Participant contributions
$7,670,447
Total contributions
$12,496,320
Total income / additions
$38,029,741

Expenses & distributions

Benefits paid
$19,933,723
Administrative expenses
$374,739
Total expenses
$20,308,462
Net increase / (decrease)
$17,721,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$273,951$02023
Mercer ConsultingRETAINED BY CLIENT$68,750not reported in the loaded dataset2023
Singerlewak LlpAUDITOR$32,038not reported in the loaded dataset2023

Related Form 5500 pages