2023 Form 5500 filing — Hartzell Companies 401(K) 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 20241002132748NAL0008824641001) for Hartzell Companies 401(K) Plan, reported by Hartzell Industries, Inc. under EIN 31-0674874 and plan number 002. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132748NAL0008824641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartzell Industries, Inc.
- EIN
- 31-0674874
- Plan number
- 002
- Location
- Piqua, OH
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,700,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,700,525
- Employer contributions
- $482,120
- Participant contributions
- $1,314,983
- Total income / additions
- $5,001,609
- Benefits paid
- $2,995,076
- Administrative expenses
- $20,210
- Total expenses
- $3,015,286
- Net increase / (decrease)
- $1,986,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial,LLC | SERVICE PROVIDER | $0 | $32,174 |
| Latitude Service Company Inc. | THIRD PARTY ADMINISTRATO | $0 | $8,753 |
| Morningstar Investment Mgmt LLC | SERVICE PROVIDER | $709 | $0 |