2023 Form 5500 filing — Hellermanntyton Corporation 401(K) Retirement And 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 20241011134639NAL0012554723001) for Hellermanntyton Corporation 401(K) Retirement And Profit Sharing Plan, reported by Hellermanntyton Corporation under EIN 39-1154824 and plan number 001. It reports 895 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)$89.6MReported net assets$89,637,312
Participants895
Provider compensation$94.1K5 Schedule C row(s)$94,105
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011134639NAL0012554723001
Plan sponsor
Hellermanntyton Corporation
EIN
39-1154824
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$89.6M total assets
Net assets$89.6MLiabilities$0
Money in vs. money out
Total income / additions$20.4M
Total expenses$9.8M
Benefits paid / distributions$9.6M
Contributions
Employer$2.9M
Participant$4.4M
Full reported line items
Total assets (EOY)
$89,637,312
Total liabilities (EOY)
$0
Net assets (EOY)
$89,637,312
Employer contributions
$2,913,706
Participant contributions
$4,373,907
Total income / additions
$20,391,893
Benefits paid
$9,553,093
Administrative expenses
$146,731
Total expenses
$9,775,655
Net increase / (decrease)
$10,616,238
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $40K
  2. 2
    AUDITOR · Direct $28.4K
  3. 3
    RECORDKEEPER · Direct $15.2K · Indirect $0
  4. 4
    INVESTMENT MGMT · Direct $10.2K
  5. 5
    OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011134639NAL0012554723001 cover?
It is the 2023 Form 5500 filing for Hellermanntyton Corporation 401(K) Retirement And Profit Sharing Plan, reported by Hellermanntyton Corporation (EIN 39-1154824).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages