Plan5500

Harding And Hill, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Harding & Hill, 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, Harding And Hill, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Harding & Hill, Inc. under EIN 38-1296852 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $5,985,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harding & Hill, Inc.
EIN
38-1296852
Plan number
002
Plan type
2
Location
Plainwell, MI
Latest filing year
2023
Participants
183
End-of-year plan assets
$5,985,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20240917221506NAL0007552834001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,985,541
Net assets (EOY)
$5,985,541
Net assets (BOY)
$5,453,509

Income & contributions

Employer contributions
$42,601
Participant contributions
$251,056
Total contributions
$296,768
Total income / additions
$1,193,768

Expenses & distributions

Benefits paid
$651,965
Administrative expenses
$9,771
Total expenses
$661,736
Net increase / (decrease)
$532,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pathway InvestmentsSERVICE PROVIDER$6,129not reported in the loaded dataset2023
Centennial SecuritiesSERVICE PROVIDER$2,852not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$790not reported in the loaded dataset2023

Related Form 5500 pages