Hartson-Kennedy Cabinet Top Co., Inc. Employees' Savings & Incentive Plan — Form 5500 plan (Hartson-Kennedy Cabinet Top Co.,In)

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, Hartson-Kennedy Cabinet Top Co., Inc. Employees' Savings & Incentive Plan is a benefit plan reported by Hartson-Kennedy Cabinet Top Co.,In under EIN 35-1113530 and plan number 003. The latest loaded filing year is 2023. The filing reports 217 participants and $9,396,526 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hartson-Kennedy Cabinet Top Co.,In
EIN
35-1113530
Plan number
003
Plan type
2
Location
Marion, IN
Latest filing year
2023
Participants
217
End-of-year plan assets
$9,396,526

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241015101510NAL0028031025003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,396,526
Net assets (EOY)
$9,396,526
Net assets (BOY)
$8,393,421

Income & contributions

Employer contributions
$67,307
Participant contributions
$523,505
Total contributions
$590,812
Total income / additions
$1,914,426

Expenses & distributions

Benefits paid
$889,600
Administrative expenses
$21,528
Total expenses
$911,321
Net increase / (decrease)
$1,003,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$13,415$02023
Strategic Advisors IncADVISOR$8,113not reported in the loaded dataset2023

Related Form 5500 pages