Hardy Window Company Retirement Savings Plan — Form 5500 plan (Hardy Window Company)
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, Hardy Window Company Retirement Savings Plan is a benefit plan reported by Hardy Window Company under EIN 47-0949927 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $1,454,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hardy Window Company
- EIN
- 47-0949927
- Plan number
- 001
- Plan type
- 2
- Location
- Placentia, CA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $1,454,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241009163408NAL0018753521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,454,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,454,084
- Net assets (BOY)
- $1,069,836
Income & contributions
- Employer contributions
- $294,793
- Participant contributions
- $51,625
- Total contributions
- $350,856
- Total income / additions
- $552,232
Expenses & distributions
- Benefits paid
- $141,591
- Administrative expenses
- $26,393
- Total expenses
- $167,984
- Net increase / (decrease)
- $384,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beneco Systems, LLC | NONE | $30,113 | not reported in the loaded dataset | 2023 |