2023 Form 5500 filing — Hartland 401(K) Retirement Plan Trust
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 20241014111536NAL0045753088001) for Hartland 401(K) Retirement Plan Trust, reported by Hillco, Ltd. under EIN 56-0818742 and plan number 001. It reports 4,906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111536NAL0045753088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillco, Ltd.
- EIN
- 56-0818742
- Plan number
- 001
- Location
- Kinston, NC
- Participants
- 4,906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,436,811
- Total liabilities (EOY)
- $78,409
- Net assets (EOY)
- $38,358,402
- Employer contributions
- $520,359
- Participant contributions
- $3,795,966
- Total income / additions
- $9,368,017
- Benefits paid
- $3,951,079
- Administrative expenses
- $285,424
- Total expenses
- $4,337,085
- Net increase / (decrease)
- $5,030,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $180,723 | $0 |
| Hughes Pittman & Gupton, Llp | OTHER | $25,600 | not reported in the loaded dataset |
| Womble Carlyle Sandridge & Rice Pll | OTHER | $14,710 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,284 | not reported in the loaded dataset |
| Maxus Plan Solutions Inc | CONTRACT ADMIN | $7,500 | not reported in the loaded dataset |