Hendrick Manufacturing Co. Profit Sharing & Savings Plan — Form 5500 plan (Hendrick Manufacturing Co.)

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, Hendrick Manufacturing Co. Profit Sharing & Savings Plan is a benefit plan reported by Hendrick Manufacturing Co. under EIN 24-0609110 and plan number 005. The latest loaded filing year is 2023. The filing reports 226 participants and $31,999,050 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32MPlan net assets, end of year$31,999,050
Participants226Covered participants reported
Assets / participant$141.6KComputed: assets ÷ participants$141,589 (computed)
Provider compensation$12.6K2 Schedule C provider row(s)$12,621
Plan sponsor
Hendrick Manufacturing Co.
EIN
24-0609110
Plan number
005
Plan type
2
Location
Carbondale, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20240918173537NAL0004913201001
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)$32M total assets
Net assets$32MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$594.2K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$31,999,050
Total liabilities (EOY)
$0
Net assets (EOY)
$31,999,050
Net assets (BOY)
$26,746,389

Income & contributions

Employer contributions
$594,245
Participant contributions
$1,118,569
Total contributions
$1,764,086
Total income / additions
$6,938,925

Expenses & distributions

Benefits paid
$1,673,643
Administrative expenses
$12,621
Total expenses
$1,686,264
Net increase / (decrease)
$5,252,661
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$10,108not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,513$02023

Related Form 5500 pages