The Hilliard Corporation Savings & Investment Plan — Form 5500 plan (The Hilliard Corporation)
Plain-English plan 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, The Hilliard Corporation Savings & Investment Plan is a benefit plan reported by The Hilliard Corporation under EIN 16-0480520 and plan number 003. The latest loaded filing year is 2023. The filing reports 215 participants and $47,164,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hilliard Corporation
- EIN
- 16-0480520
- Plan number
- 003
- Plan type
- 2
- Location
- Elmira, NY
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $47,164,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20240923125407NAL0006640915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,164,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,164,740
- Net assets (BOY)
- $40,311,666
Income & contributions
- Employer contributions
- $871,441
- Participant contributions
- $1,116,781
- Total contributions
- $2,286,615
- Total income / additions
- $8,867,468
Expenses & distributions
- Benefits paid
- $2,245,816
- Administrative expenses
- $109,034
- Total expenses
- $2,354,850
- Net increase / (decrease)
- $6,512,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chemung Canal Trust Company | NONE | $109,034 | not reported in the loaded dataset | 2023 |