2023 Form 5500 filing — Harding And Hill, Inc. 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 20240917221506NAL0007552834001) for Harding And Hill, Inc. 401(K) Profit Sharing Plan, reported by Harding & Hill, Inc. under EIN 38-1296852 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917221506NAL0007552834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harding & Hill, Inc.
- EIN
- 38-1296852
- Plan number
- 002
- Location
- Plainwell, MI
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,985,541
- Net assets (EOY)
- $5,985,541
- Employer contributions
- $42,601
- Participant contributions
- $251,056
- Total income / additions
- $1,193,768
- Benefits paid
- $651,965
- Administrative expenses
- $9,771
- Total expenses
- $661,736
- Net increase / (decrease)
- $532,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pathway Investments | SERVICE PROVIDER | $6,129 | not reported in the loaded dataset |
| Centennial Securities | SERVICE PROVIDER | $2,852 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $790 | not reported in the loaded dataset |