2023 Form 5500 filing — Hahn Ready-Mix Company 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 20241014090149NAL0045396096001) for Hahn Ready-Mix Company 401(K) Plan, reported by Hahn Ready-Mix Company under EIN 42-1303110 and plan number 005. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090149NAL0045396096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hahn Ready-Mix Company
- EIN
- 42-1303110
- Plan number
- 005
- Location
- Davenport, IA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,593,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,593,852
- Employer contributions
- $305,483
- Participant contributions
- $508,439
- Total income / additions
- $1,698,573
- Benefits paid
- $420,969
- Administrative expenses
- $74,024
- Total expenses
- $494,993
- Net increase / (decrease)
- $1,203,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $24,628 | not reported in the loaded dataset |
| The Finway Group LLC | CONTRACT ADMIN | $24,537 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,242 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,340 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,811 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |