Hart Howerton 401(K) Profit Sharing Plan — Form 5500 plan (Hart Howerton, Ltd.)
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, Hart Howerton 401(K) Profit Sharing Plan is a benefit plan reported by Hart Howerton, Ltd. under EIN 94-2787680 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $37,835,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hart Howerton, Ltd.
- EIN
- 94-2787680
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $37,835,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20250114113221NAL0019767537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,835,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,835,112
- Net assets (BOY)
- $27,396,096
Income & contributions
- Employer contributions
- $1,720,234
- Participant contributions
- $2,817,814
- Total contributions
- $5,480,950
- Total income / additions
- $11,624,644
Expenses & distributions
- Benefits paid
- $1,123,947
- Administrative expenses
- $61,681
- Total expenses
- $1,185,628
- Net increase / (decrease)
- $10,439,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisers LLC | NONE | $24,393 | $0 | 2023 |
| Cetera Advisor Networks LLC | NONE | $21,126 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $9,721 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hart Howerton, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Cetera Investment Advisers LLC — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation