2023 Form 5500 filing — R. S. Hanline & Co., 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 20241010081402NAL0035232848001) for R. S. Hanline & Co., Inc. 401(K) Profit Sharing Plan, reported by R. S. Hanline & Co., Inc. under EIN 34-1519173 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010081402NAL0035232848001
Filing year
2023
Form type
2
Plan sponsor
R. S. Hanline & Co., Inc.
EIN
34-1519173
Plan number
001
Location
Shelby, OH
Participants
374
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,727,103
Total liabilities (EOY)
$0
Net assets (EOY)
$11,727,103
Employer contributions
$521,828
Participant contributions
$961,969
Total income / additions
$3,180,053
Benefits paid
$882,917
Administrative expenses
$90,941
Total expenses
$974,166
Net increase / (decrease)
$2,205,887
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$64,989$0
Commonwealth FinancialADVISOR & CONSULTANT$25,952not reported in the loaded dataset

Related Form 5500 pages