Plan5500

Harbor Freight Tools Retirement Savings Plan — Form 5500 plan (Hft 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, Harbor Freight Tools Retirement Savings Plan is a benefit plan reported by Hft Holdings, Inc. under EIN 27-2501498 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,318 participants and $275,216,344 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hft Holdings, Inc.
EIN
27-2501498
Plan number
002
Plan type
2
Location
Calabasas, CA
Latest filing year
2023
Participants
19,318
End-of-year plan assets
$275,216,344

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,318H, C20240812111645NAL0020593090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$275,216,344
Total liabilities (EOY)
$0
Net assets (EOY)
$275,216,344
Net assets (BOY)
$190,170,828

Income & contributions

Employer contributions
$20,076,577
Participant contributions
$34,654,306
Total contributions
$66,197,203
Total income / additions
$105,572,086

Expenses & distributions

Benefits paid
$20,208,637
Administrative expenses
$398,949
Total expenses
$20,526,570
Net increase / (decrease)
$85,045,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$384,493$02023
Capfinancial PartnersINVESTMENT ADVISORY$14,250not reported in the loaded dataset2023

Related Form 5500 pages