Hmc Group 401(K) Profit Sharing Plan — Form 5500 plan (Hmc Group)
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, Hmc Group 401(K) Profit Sharing Plan is a benefit plan reported by Hmc Group under EIN 95-2109939 and plan number 001. The latest loaded filing year is 2023. The filing reports 577 participants and $74,965,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hmc Group
- EIN
- 95-2109939
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $74,965,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20241011203009NAL0022641521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,965,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,965,758
- Net assets (BOY)
- $65,147,485
Income & contributions
- Employer contributions
- $776,187
- Participant contributions
- $3,403,887
- Total contributions
- $4,955,084
- Total income / additions
- $18,675,947
Expenses & distributions
- Benefits paid
- $8,712,272
- Administrative expenses
- $145,174
- Total expenses
- $8,857,674
- Net increase / (decrease)
- $9,818,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $132,680 | $0 | 2023 |
| Nfp Retirement,Inc | INVESTMENT ADVISORY | $12,500 | $60,297 | 2023 |
| Cohnreznick Llp | ACCOUNTANT | $0 | $8,360 | 2023 |