Hendricks Group 401(K) Plan — Form 5500 plan (Hendricks Holding Co., 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, Hendricks Group 401(K) Plan is a benefit plan reported by Hendricks Holding Co., Inc. under EIN 39-2016366 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,203 participants and $61,875,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hendricks Holding Co., Inc.
- EIN
- 39-2016366
- Plan number
- 001
- Plan type
- 2
- Location
- Beloit, WI
- Latest filing year
- 2023
- Participants
- 3,203
- End-of-year plan assets
- $61,875,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,203 | H, C | 20240910130709NAL0013171282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,875,171
- Total liabilities (EOY)
- $93
- Net assets (EOY)
- $61,875,078
- Net assets (BOY)
- $72,997,013
Income & contributions
- Employer contributions
- $4,143,619
- Participant contributions
- $7,228,979
- Total contributions
- $12,694,631
- Total income / additions
- $23,335,452
Expenses & distributions
- Benefits paid
- $6,468,238
- Administrative expenses
- $237,178
- Total expenses
- $6,784,846
- Net increase / (decrease)
- $16,550,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $127,658 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | TRUSTEE | $36,939 | $0 | 2023 |
| Minuteman Press | PARTICIPANT COMMUNICATIO | $11,411 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hendricks Holding Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Beloit, WI
- Alliance Pension Consultants, LLC — Schedule C compensation
- Kestra Investment Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Minuteman Press — Schedule C compensation
- Wipfli Llp — Schedule C compensation