2023 Form 5500 filing — Handi-Craft Company Savings And Retirement Plan
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 20240805104130NAL0002227504001) for Handi-Craft Company Savings And Retirement Plan, reported by Handi-Craft Company under EIN 43-0793268 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805104130NAL0002227504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Handi-Craft Company
- EIN
- 43-0793268
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,488,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,488,648
- Employer contributions
- $284,243
- Participant contributions
- $904,848
- Total income / additions
- $2,840,494
- Benefits paid
- $291,916
- Administrative expenses
- $64,082
- Total expenses
- $355,998
- Net increase / (decrease)
- $2,484,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co, L.P. | INVESTMENT ADVISORY | $23,404 | not reported in the loaded dataset |
| Wilshire Assocaites | INVESTMENT ADVISORY | $2,050 | not reported in the loaded dataset |
| Benefit Plans Plus | CONTRACT ADMINISTRATOR | $650 | not reported in the loaded dataset |