The H.T. Hackney Co. Employees Profit Sharing Retirement Plan — Form 5500 plan (The H.T. Hackney Co.)

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, The H.T. Hackney Co. Employees Profit Sharing Retirement Plan is a benefit plan reported by The H.T. Hackney Co. under EIN 62-0222535 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,438 participants and $120,357,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The H.T. Hackney Co.
EIN
62-0222535
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
3,438
End-of-year plan assets
$120,357,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,438H, C20241008140538NAL0016830561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,357,547
Total liabilities (EOY)
$3,479
Net assets (EOY)
$120,354,068
Net assets (BOY)
$105,889,125

Income & contributions

Employer contributions
$1,990,854
Participant contributions
$5,298,735
Total contributions
$7,487,009
Total income / additions
$26,234,519

Expenses & distributions

Benefits paid
$11,600,440
Administrative expenses
$92,833
Total expenses
$11,769,576
Net increase / (decrease)
$14,464,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupN/A$37,214$02023

Related Form 5500 pages