2023 Form 5500 filing — Hanon Systems Usa, LLC 401(K) Plan For Carey Plant

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 20241009143254NAL0010724979001) for Hanon Systems Usa, LLC 401(K) Plan For Carey Plant, reported by Hanon Systems Usa, LLC under EIN 61-1697358 and plan number 002. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,730,650
Participants313
Provider compensation$26.2K1 Schedule C row(s)$26,180
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009143254NAL0010724979001
Plan sponsor
Hanon Systems Usa, LLC
EIN
61-1697358
Plan number
002
Location
Carey, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$915.1K
Benefits paid / distributions$866K
Contributions
Employer$370.9K
Participant$640K
Full reported line items
Total assets (EOY)
$3,730,650
Total liabilities (EOY)
$0
Net assets (EOY)
$3,730,650
Employer contributions
$370,909
Participant contributions
$640,038
Total income / additions
$1,612,629
Benefits paid
$866,014
Administrative expenses
$39,659
Total expenses
$915,124
Net increase / (decrease)
$697,505

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$26,180$0

Related Form 5500 pages