2023 Form 5500 filing — Hardel Mutual Plywood Corporation 401(K) Profit Sharing 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 20240828155558NAL0019904752001) for Hardel Mutual Plywood Corporation 401(K) Profit Sharing Plan, reported by Hardel Mutual Plywood Corp. under EIN 91-0603573 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828155558NAL0019904752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hardel Mutual Plywood Corp.
- EIN
- 91-0603573
- Plan number
- 001
- Location
- Chehalis, WA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,614,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,614,726
- Employer contributions
- $1,390,268
- Participant contributions
- $2,220,299
- Total income / additions
- $7,362,021
- Benefits paid
- $2,771,772
- Administrative expenses
- $3,784
- Total expenses
- $3,022,005
- Net increase / (decrease)
- $4,340,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $59,180 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,834 | $0 |