2023 Form 5500 filing — Hanna Instruments, Inc. 401k Profit Sharing Plan And 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 20250208082250NAL0014625761001) for Hanna Instruments, Inc. 401k Profit Sharing Plan And Trust, reported by Hanna Instruments, Inc. under EIN 06-1166714 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250208082250NAL0014625761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hanna Instruments, Inc.
- EIN
- 06-1166714
- Plan number
- 001
- Location
- Woonsocket, RI
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,444,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,444,511
- Employer contributions
- $185,033
- Participant contributions
- $500,991
- Total income / additions
- $1,967,302
- Benefits paid
- $342,841
- Administrative expenses
- $1,325
- Total expenses
- $344,347
- Net increase / (decrease)
- $1,622,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $1,325 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Janney Montgomery Scott, LLC | ADVISOR | $0 | $0 |