Hubbard Hill Estates Inc.403(b)
HUBBARD HILL ESTATES INC. RETIREMENT PLAN · ELKHART, IN · plan year 2023
Hubbard Hill Estates Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $3,113,288 across 108 participant accounts, with employer contributions averaging $297 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,314th of 1,562), and 9,169th of 11,911 in health care & social assistance. In 2023, employees put in $3.80 for every $1.00 the employer contributed; active participation has grown from 169 to 228 since 2022.
Hubbard Hill Estates Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 351362157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.