Hillyard 401(K) Plan — Form 5500 plan (Hillyard Industries, 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, Hillyard 401(K) Plan is a benefit plan reported by Hillyard Industries, Inc. under EIN 44-0284100 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,179 participants and $140,881,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillyard Industries, Inc.
- EIN
- 44-0284100
- Plan number
- 004
- Plan type
- 3
- Location
- Saint Joseph, MO
- Latest filing year
- 2023
- Participants
- 1,179
- End-of-year plan assets
- $140,881,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,179 | H, C | 20241015184917NAL0050953968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,881,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,881,250
- Net assets (BOY)
- $122,090,768
Income & contributions
- Employer contributions
- $4,672,992
- Participant contributions
- $6,236,474
- Total contributions
- $11,316,254
- Total income / additions
- $31,458,236
Expenses & distributions
- Benefits paid
- $12,625,169
- Administrative expenses
- $36,998
- Total expenses
- $12,667,909
- Net increase / (decrease)
- $18,790,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $48,791 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT ADVISOR | $48,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTANT/AUDITOR | $0 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$76,026 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillyard Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Joseph, MO
- Strategic Advisors, Inc. — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation