Hg 401(K) Plan — Form 5500 plan (Hankey Investment Company Lp)

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, Hg 401(K) Plan is a benefit plan reported by Hankey Investment Company Lp under EIN 95-4361557 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,128 participants and $91,726,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hankey Investment Company Lp
EIN
95-4361557
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
4,128
End-of-year plan assets
$91,726,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,128H, C20240916152620NAL0002317776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,726,612
Total liabilities (EOY)
$0
Net assets (EOY)
$91,726,612
Net assets (BOY)
$79,827,079

Income & contributions

Employer contributions
$3,500
Participant contributions
$4,233,283
Total contributions
$4,957,296
Total income / additions
$16,109,372

Expenses & distributions

Benefits paid
$6,604,033
Administrative expenses
$188,901
Total expenses
$6,838,631
Net increase / (decrease)
$9,270,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$168,911$02023
Kobayashi & CompanyACCOUNTANT$19,990$102023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages