Hoskin & Muir Employees 401(K) Savings Plan — Form 5500 plan (Hoskin & Muir, 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, Hoskin & Muir Employees 401(K) Savings Plan is a benefit plan reported by Hoskin & Muir, Inc. under EIN 94-2319959 and plan number 003. The latest loaded filing year is 2023. The filing reports 620 participants and $9,714,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hoskin & Muir, Inc.
EIN
94-2319959
Plan number
003
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
620
End-of-year plan assets
$9,714,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023620H, C20241008120647NAL0033611554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,714,645
Total liabilities (EOY)
$0
Net assets (EOY)
$9,714,645
Net assets (BOY)
$7,590,857

Income & contributions

Employer contributions
$548,596
Participant contributions
$1,372,303
Total contributions
$2,272,179
Total income / additions
$3,642,534

Expenses & distributions

Benefits paid
$1,397,206
Administrative expenses
$44,424
Total expenses
$1,518,746
Net increase / (decrease)
$2,123,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$30,326$02023
Usi Securities IncBROKER/ADVISER$0$19,3862023
Empower Advisory Group, LLCINVESTMENT MGMT$14,098not reported in the loaded dataset2023

Related Form 5500 pages