Plan5500

Robert C. Hatton, Inc/Performance Napa, LLC P.S Plan — Form 5500 plan (Robert C. Hatton, 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, Robert C. Hatton, Inc/Performance Napa, LLC P.S Plan is a benefit plan reported by Robert C. Hatton, Inc. under EIN 59-1116726 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $1,763,598 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert C. Hatton, Inc.
EIN
59-1116726
Plan number
003
Plan type
2
Location
Pahokee, FL
Latest filing year
2023
Participants
144
End-of-year plan assets
$1,763,598

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241015160133NAL0016824931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,763,598
Total liabilities (EOY)
$0
Net assets (EOY)
$1,763,598
Net assets (BOY)
$1,433,933

Income & contributions

Employer contributions
$0
Participant contributions
$191,449
Total contributions
$191,449
Total income / additions
$405,812

Expenses & distributions

Benefits paid
$75,687
Administrative expenses
$460
Total expenses
$76,147
Net increase / (decrease)
$329,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Aimpoint Group, LLCTHIRD PARTY ADMIN$0$5,9922023

Related Form 5500 pages