The Hickory Farms Employee Savings And Retirement Plan — Form 5500 plan (Hickory Farms, LLC)
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 Hickory Farms Employee Savings And Retirement Plan is a benefit plan reported by Hickory Farms, LLC under EIN 34-1533409 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $10,156,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hickory Farms, LLC
- EIN
- 34-1533409
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $10,156,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241115112532NAL0000500451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,156,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,156,111
- Net assets (BOY)
- $9,471,818
Income & contributions
- Employer contributions
- $370,788
- Participant contributions
- $874,628
- Total contributions
- $1,325,083
- Total income / additions
- $2,678,669
Expenses & distributions
- Benefits paid
- $1,955,667
- Administrative expenses
- $38,709
- Total expenses
- $1,994,376
- Net increase / (decrease)
- $684,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Investment Manage | INVESTMENT ADVISOR | $22,129 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,089 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT MGMT | $6,476 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $2,015 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hickory Farms, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mesirow Financial Investment Manage — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation