2023 Form 5500 filing — Hartson-Kennedy Cabinet Top Co., Inc. Employees' Savings & Incentive 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 20241015101510NAL0028031025003) for Hartson-Kennedy Cabinet Top Co., Inc. Employees' Savings & Incentive Plan, reported by Hartson-Kennedy Cabinet Top Co.,In under EIN 35-1113530 and plan number 003. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101510NAL0028031025003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartson-Kennedy Cabinet Top Co.,In
- EIN
- 35-1113530
- Plan number
- 003
- Location
- Marion, IN
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,396,526
- Net assets (EOY)
- $9,396,526
- Employer contributions
- $67,307
- Participant contributions
- $523,505
- Total income / additions
- $1,914,426
- Benefits paid
- $889,600
- Administrative expenses
- $21,528
- Total expenses
- $911,321
- Net increase / (decrease)
- $1,003,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $13,415 | $0 |
| Strategic Advisors Inc | ADVISOR | $8,113 | not reported in the loaded dataset |