Hand Family Companies, LLC 401(K) Retirement Plan — Form 5500 plan (Hand Family Companies, LLC)

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, Hand Family Companies, LLC 401(K) Retirement Plan is a benefit plan reported by Hand Family Companies, LLC under EIN 46-4624295 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $18,557,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hand Family Companies, LLC
EIN
46-4624295
Plan number
001
Plan type
3
Location
Clarksville, TN
Latest filing year
2023
Participants
336
End-of-year plan assets
$18,557,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20240927143423NAL0001123763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,557,365
Total liabilities (EOY)
$0
Net assets (EOY)
$18,557,365
Net assets (BOY)
$15,682,220

Income & contributions

Employer contributions
$278,079
Participant contributions
$668,149
Total contributions
$946,340
Total income / additions
$3,986,044

Expenses & distributions

Benefits paid
$1,027,868
Administrative expenses
$83,031
Total expenses
$1,110,899
Net increase / (decrease)
$2,875,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,813$02023
Stifel Nicolaus & Company IncINVESTMENT ADVISORY$39,218$42023

Related Form 5500 pages