Hartland 401(K) Retirement Plan Trust — Form 5500 plan (Hillco, Ltd.)
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, Hartland 401(K) Retirement Plan Trust is a benefit plan reported by Hillco, Ltd. under EIN 56-0818742 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,906 participants and $38,436,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillco, Ltd.
- EIN
- 56-0818742
- Plan number
- 001
- Plan type
- 2
- Location
- Kinston, NC
- Latest filing year
- 2023
- Participants
- 4,906
- End-of-year plan assets
- $38,436,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,906 | H, C | 20241014111536NAL0045753088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,436,811
- Total liabilities (EOY)
- $78,409
- Net assets (EOY)
- $38,358,402
- Net assets (BOY)
- $33,327,470
Income & contributions
- Employer contributions
- $520,359
- Participant contributions
- $3,795,966
- Total contributions
- $4,806,863
- Total income / additions
- $9,368,017
Expenses & distributions
- Benefits paid
- $3,951,079
- Administrative expenses
- $285,424
- Total expenses
- $4,337,085
- Net increase / (decrease)
- $5,030,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $180,723 | $0 | 2023 |
| Hughes Pittman & Gupton, Llp | OTHER | $25,600 | not reported in the loaded dataset | 2023 |
| Womble Carlyle Sandridge & Rice Pll | OTHER | $14,710 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,284 | not reported in the loaded dataset | 2023 |
| Maxus Plan Solutions Inc | CONTRACT ADMIN | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillco, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Kinston, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Hughes Pittman & Gupton, Llp — Schedule C compensation
- Womble Carlyle Sandridge & Rice Pll — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Maxus Plan Solutions Inc — Schedule C compensation