Hanna Holdings, Inc. 401(K) Plan — Form 5500 plan (Hanna Holdings, 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, Hanna Holdings, Inc. 401(K) Plan is a benefit plan reported by Hanna Holdings, Inc. under EIN 25-1418945 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $29,783,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hanna Holdings, Inc.
- EIN
- 25-1418945
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $29,783,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20241011103753NAL0010826003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,783,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,783,994
- Net assets (BOY)
- $28,810,510
Income & contributions
- Employer contributions
- $132,472
- Participant contributions
- $1,450,339
- Total contributions
- $1,595,381
- Total income / additions
- $6,558,375
Expenses & distributions
- Benefits paid
- $5,471,570
- Administrative expenses
- $113,178
- Total expenses
- $5,584,891
- Net increase / (decrease)
- $973,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $55,194 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Schneider Downs & Co., Inc. | AUDITOR | $14,144 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $8,840 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hanna Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Newport Group, Inc. — Schedule C compensation
- Pnc Institutional Asset Management — Schedule C compensation
- Schneider Downs & Co., Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation