2023 Form 5500 filing — Hgr Industrial Surplus, LLC 401(K) P/S 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 20250618144749NAL0001338931001) for Hgr Industrial Surplus, LLC 401(K) P/S Plan, reported by Hgr Industrial Surplus, LLC under EIN 34-1861802 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
- 20250618144749NAL0001338931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hgr Industrial Surplus, LLC
- EIN
- 34-1861802
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,743,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,743,122
- Participant contributions
- $424,511
- Total income / additions
- $1,044,402
- Benefits paid
- $317,954
- Administrative expenses
- $24,275
- Total expenses
- $361,224
- Net increase / (decrease)
- $683,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cleveland Retirement Planning | INVESTMENT ADVISOR | $8,746 | not reported in the loaded dataset |
| Pai | TPA | $8,105 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $4,190 | $0 |
| Global Retirement Partners | NONE | $1,948 | not reported in the loaded dataset |
| Pai Trust | NONE | $1,749 | not reported in the loaded dataset |