Hr, Inc. Dba Simple Hr 401(k) Plan: Login, Facts & Contact Information

Hr, Inc. Dba Simple Hr 401(k) Plan Facts

Plan name
HR, INC. DBA SIMPLE HR 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HR, INC. DBA SIMPLE HR
Participants
1,548 (1,308 active employees)
Former employees with a balance
280
Plan assets
$23,238,875 at Dec 31, 2022
Average account balance
$31,404 across 740 accounts
Employer contributions
$1,232,764 in plan year 2022 (28% of all contributions)
Recordkeeper
Transamerica Financial Life Ins Co
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jul 1, 2014
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Sep 6, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $4.42 million went into the plan in contributions, $1.23 million of it from the employer (28%).
  • $1.99 million was paid out to participants.
  • Administrative expenses were $91,475, about $124 per account.

How the Hr, Inc. Dba Simple Hr 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017564$7.54 million$327,086$745,778
2018907$8.66 million$466,330$492,073
20191,077$12.9 million$659,705$556,824
20201,431$16.1 million$706,323$809,284
20211,355$21.2 million$840,361$1.05 million
20221,548$23.2 million$1.23 million$1.99 million

Hr, Inc. Dba Simple Hr 401(k) Contact Information

Phone
850-650-9935
Mailing address
36474 EMERALD COAST PARKWAY BUILDING B, DESTIN FL 32541
Plan sponsor
HR, INC. DBA SIMPLE HR
Employer identification number (EIN)
81-0583874
Plan number
001

Questions about the Hr, Inc. Dba Simple Hr 401(k)

Does Hr, Inc. Dba Simple Hr contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $1.23 million, 28% of all contributions.

Does the Hr, Inc. Dba Simple Hr 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Hr, Inc. Dba Simple Hr 401(k) plan?

1,548 participants at the start of plan year 2022, 1,308 of them active employees, and 280 former employees who still had money in the plan.

What is the average 401(k) balance at Hr, Inc. Dba Simple Hr?

About $31,404 per account: $23.2 million in plan assets across 740 accounts with a balance at the end of plan year 2022.

Who manages the Hr, Inc. Dba Simple Hr 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INS CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Hr, Inc. Dba Simple Hr. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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