Hka Enterprises 401(K) Retirement Savings Plan — Form 5500 plan (Hka Enterprises, 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, Hka Enterprises 401(K) Retirement Savings Plan is a benefit plan reported by Hka Enterprises, LLC under EIN 51-0416377 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,409 participants and $17,884,044 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hka Enterprises, LLC
EIN
51-0416377
Plan number
001
Plan type
2
Location
Duncan, SC
Latest filing year
2023
Participants
3,409
End-of-year plan assets
$17,884,044

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,409H, C20241001101133NAL0006915889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,884,044
Total liabilities (EOY)
$0
Net assets (EOY)
$17,884,044
Net assets (BOY)
$16,722,930

Income & contributions

Employer contributions
$25,375
Participant contributions
$1,555,032
Total contributions
$1,733,322
Total income / additions
$4,418,093

Expenses & distributions

Benefits paid
$3,030,309
Administrative expenses
$68,763
Total expenses
$3,256,979
Net increase / (decrease)
$1,161,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$31,438not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$23,692$02023
Fifth Third BankINVESTMENT ADVISOR$13,633not reported in the loaded dataset2023

Related Form 5500 pages