Hillsdale Furniture LLC 401k Profit Sharing Plan — Form 5500 plan (Hillsdale Furniture LLC)

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, Hillsdale Furniture LLC 401k Profit Sharing Plan is a benefit plan reported by Hillsdale Furniture LLC under EIN 20-0235285 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $7,856,372 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.9MPlan net assets, end of year$7,856,372
Participants208Covered participants reported
Assets / participant$37.8KComputed: assets ÷ participants$37,771 (computed)
Provider compensation$6.3K3 Schedule C provider row(s)$6,269
Plan sponsor
Hillsdale Furniture LLC
EIN
20-0235285
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20250715150512NAL0001411235001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities
Money in vs. money out
Total income / additions$2.1M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$377K
Participant$561.2K
Full reported line items

Net assets

Total assets (EOY)
$7,856,372
Net assets (EOY)
$7,856,372
Net assets (BOY)
$10,095,229

Income & contributions

Employer contributions
$376,955
Participant contributions
$561,244
Total contributions
$951,556
Total income / additions
$2,073,191

Expenses & distributions

Benefits paid
$4,311,870
Administrative expenses
$178
Total expenses
$4,312,048
Net increase / (decrease)
-$2,238,857

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcm Cpas & Advisors LlpCONTRACT ADMINISTRATOR$0$3,8912023
Empower Annuity Insurance Of AmericRECORDKEEPER$2,200$02023
Empower Advisory Group LLCINVESTMENT MGMT$178$02023

Related Form 5500 pages