2023 Form 5500 filing — Hatco Corporation 401(K) Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627094952NAL0014593120001) for Hatco Corporation 401(K) Trust, reported by Hatco Corporation under EIN 39-0913489 and plan number 004. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$75.2MReported net assets$75,235,980
Participants539
Provider compensation$3.5K2 Schedule C row(s)$3,540
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240627094952NAL0014593120001
Plan sponsor
Hatco Corporation
EIN
39-0913489
Plan number
004
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$75.2M total assets
Net assets$75.2MLiabilities$0
Money in vs. money out
Total income / additions$16M
Total expenses$7.7M
Benefits paid / distributions$7.7M
Contributions
Employer$627.2K
Participant$2.5M
Full reported line items
Total assets (EOY)
$75,235,980
Total liabilities (EOY)
$0
Net assets (EOY)
$75,235,980
Employer contributions
$627,219
Participant contributions
$2,466,538
Total income / additions
$15,983,495
Benefits paid
$7,740,962
Administrative expenses
$3,540
Total expenses
$7,746,758
Net increase / (decrease)
$8,236,737

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$7,652not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$4,112$0

Related Form 5500 pages