2023 Form 5500 filing — Hatteras Press, Inc. 401(K) Retirement Plan & 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 20240930115659NAL0002596707002) for Hatteras Press, Inc. 401(K) Retirement Plan & Trust, reported by Hatteras Press, Inc. under EIN 22-2491250 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930115659NAL0002596707002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hatteras Press, Inc.
- EIN
- 22-2491250
- Plan number
- 001
- Location
- Tinton Falls, NJ
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,906,314
- Net assets (EOY)
- $10,906,314
- Employer contributions
- $89,322
- Participant contributions
- $805,438
- Total income / additions
- $2,404,097
- Benefits paid
- $1,294,415
- Administrative expenses
- $69,764
- Total expenses
- $1,396,886
- Net increase / (decrease)
- $1,007,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $41,987 | $0 |
| Merrill Lynch Life Agency, Inc | INVESTMENT ADVISORY-PLAN | $19,750 | $0 |
| Planned Retirement Consultants & Ad | TPA | $4,226 | $330 |
| Oppenheimer & Co Inc | INVESTMENT ADVISORY-PLAN | $3,801 | $0 |