Hartfiel Automation, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Hartfiel Automation, 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, Hartfiel Automation, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Hartfiel Automation, Inc. under EIN 41-0874525 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $24,421,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hartfiel Automation, Inc.
EIN
41-0874525
Plan number
001
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
298
End-of-year plan assets
$24,421,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20240726081338NAL0026042272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,421,849
Total liabilities (EOY)
$0
Net assets (EOY)
$24,421,849
Net assets (BOY)
$21,351,738

Income & contributions

Employer contributions
$690,149
Participant contributions
$1,340,250
Total contributions
$2,105,658
Total income / additions
$5,824,349

Expenses & distributions

Benefits paid
$2,723,262
Administrative expenses
$30,976
Total expenses
$2,754,238
Net increase / (decrease)
$3,070,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AscensusTPA$0$11,2072023
AscensusSERVICE PROVIDER$7,215not reported in the loaded dataset2023
Envestnet Retirement SolutionsSERVICE PROVIDER$5,650not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$0$02023

Related Form 5500 pages