Plan5500

The Hillman Group, Inc. Retirement Savings And Profit Sharing Plan — Form 5500 plan (The Hillman Group, 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, The Hillman Group, Inc. Retirement Savings And Profit Sharing Plan is a benefit plan reported by The Hillman Group, Inc. under EIN 31-1623179 and plan number 012. The latest loaded filing year is 2023. The filing reports 4,170 participants and $167,410,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Hillman Group, Inc.
EIN
31-1623179
Plan number
012
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
4,170
End-of-year plan assets
$167,410,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,170H, C20250707091540NAL0005144608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,410,138
Total liabilities (EOY)
$0
Net assets (EOY)
$167,410,138
Net assets (BOY)
$139,104,917

Income & contributions

Employer contributions
$3,910,288
Participant contributions
$11,830,708
Total contributions
$16,542,162
Total income / additions
$42,004,515

Expenses & distributions

Benefits paid
$13,458,479
Administrative expenses
$238,561
Total expenses
$13,699,294
Net increase / (decrease)
$28,305,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$219,049not reported in the loaded dataset2023
Mcf AdvisorsINVESTMENT ADVISOR$19,512not reported in the loaded dataset2023

Related Form 5500 pages