Plan5500

Hartung Brothers, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Hartung Brothers, Inc. (EIN 39-1215159) is a plan sponsor located in Madison, WI with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1215159
Location
Madison, WI
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hartung Brothers, Inc.

  • 4 loaded plans hold $47.7M in reported assets.
  • The largest, Employees Retirement Readiness - 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 661 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47.7MSummed across loaded plans$47,734,966
Total reported assets$47.7M$47,734,966
Total reported participants661
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$47.7M total assets
Net assets$47.7MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$1.1M
Total income / additions$11.2M
Expenses & distributions
Benefits paid / distributions$5.6M
Total expenses$5.6M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Employees Retirement Readiness - 401(K) Savings Plan
Participants per plan165Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Employees Retirement Readiness - 401(K) Savings Plan$47.7M
    Plan #001 · 233 participants · 2023
  2. 2
    Hartung Brothers, Inc. Life And Ad&D Plannot reported in the loaded dataset
    Plan #501 · 170 participants · 2023
  3. 3
    Hartung Brothers, Inc. Long-Term Disability Plannot reported in the loaded dataset
    Plan #503 · 150 participants · 2023
  4. 4
    Hartung Brothers, Inc. Short-Term Disability Plannot reported in the loaded dataset
    Plan #502 · 108 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hartung Brothers, Inc.. Open one for its full reported snapshot.

  1. 2023
    Hartung Brothers, Inc. Life And Ad&D Plan170 participants · 2No schedules
    View filing →
  2. 2023
    Hartung Brothers, Inc. Long-Term Disability Plan150 participants · 2No schedules
    View filing →
  3. 2023
    Hartung Brothers, Inc. Short-Term Disability Plan108 participants · 2No schedules
    View filing →
  4. 2023
    Employees Retirement Readiness - 401(K) Savings Plan233 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hartung Brothers, Inc. report on Form 5500?
Hartung Brothers, Inc. (EIN 39-1215159) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hartung Brothers, Inc.?
The Employer Identification Number (EIN) reported for Hartung Brothers, Inc. is 39-1215159.
What is the latest Form 5500 filing year for Hartung Brothers, Inc.?
The latest loaded Form 5500 filing year for Hartung Brothers, Inc. is 2023.

Related Form 5500 pages