Plan5500

Hennessy 401(K) Plan — Form 5500 plan (Hennessy Cadillac, 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, Hennessy 401(K) Plan is a benefit plan reported by Hennessy Cadillac, Inc. under EIN 58-0942545 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,248 participants and $65,264,991 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$65.3MPlan net assets, end of year$65,264,991
Participants1.2KCovered participants reported1,248
Assets / participant$52.3KComputed: assets ÷ participants$52,296 (computed)
Provider compensation$101.8K3 Schedule C provider row(s)$101,830
Plan sponsor
Hennessy Cadillac, Inc.
EIN
58-0942545
Plan number
001
Plan type
3
Location
Morrow, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,248 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$65.3M total assets
Net assets$65.3MLiabilities$0
Money in vs. money out
Total income / additions$15.9M
Total expenses$5.9M
Benefits paid / distributions$5.8M
Contributions
Employer$833.2K
Participant$3.6M
Full reported line items

Net assets

Total assets (EOY)
$65,264,991
Total liabilities (EOY)
$0
Net assets (EOY)
$65,264,991
Net assets (BOY)
$55,273,055

Income & contributions

Employer contributions
$833,181
Participant contributions
$3,587,384
Total contributions
$4,513,131
Total income / additions
$15,940,842

Expenses & distributions

Benefits paid
$5,847,076
Administrative expenses
$101,830
Total expenses
$5,948,906
Net increase / (decrease)
$9,991,936
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$53.2K
    RECORDKEEPER · Direct $53.2K · Indirect $0
  2. 2
    Onedigital Investment Advisors LLC$28K
    INVESTMENT ADVISOR · Direct $28K
  3. 3
    Empower Advisory Group, LLC$20.6K
    INVESTMENT MGMT · Direct $20.6K

What to inspect next

Frequently asked questions

Who sponsors the Hennessy 401(K) Plan?
Hennessy 401(K) Plan is reported as sponsored by Hennessy Cadillac, Inc. (EIN 58-0942545, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hennessy 401(K) Plan?
The latest Form 5500 filing year loaded for Hennessy 401(K) Plan is 2023.
How many participants does Hennessy 401(K) Plan report?
Hennessy 401(K) Plan reports 1,248 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Hennessy 401(K) Plan?
Hennessy 401(K) Plan reports $65,264,991 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages