Hatteras Press, Inc. 401(K) Retirement Plan & Trust — Form 5500 plan (Hatteras Press, Inc.)
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, Hatteras Press, Inc. 401(K) Retirement Plan & Trust is a benefit plan reported by Hatteras Press, Inc. under EIN 22-2491250 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $10,906,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hatteras Press, Inc.
- EIN
- 22-2491250
- Plan number
- 001
- Plan type
- 2
- Location
- Tinton Falls, NJ
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $10,906,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20240930115659NAL0002596707002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,906,314
- Net assets (EOY)
- $10,906,314
- Net assets (BOY)
- $9,899,103
Income & contributions
- Employer contributions
- $89,322
- Participant contributions
- $805,438
- Total contributions
- $896,817
- Total income / additions
- $2,404,097
Expenses & distributions
- Benefits paid
- $1,294,415
- Administrative expenses
- $69,764
- Total expenses
- $1,396,886
- Net increase / (decrease)
- $1,007,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $41,987 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc | INVESTMENT ADVISORY-PLAN | $19,750 | $0 | 2023 |
| Planned Retirement Consultants & Ad | TPA | $4,226 | $330 | 2023 |
| Oppenheimer & Co Inc | INVESTMENT ADVISORY-PLAN | $3,801 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hatteras Press, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Tinton Falls, NJ
- Transamerica Financial Life Insuran — Schedule C compensation
- Merrill Lynch Life Agency, Inc — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Oppenheimer & Co Inc — Schedule C compensation