The Hardy Corporation, Inc. 401(K) Plan — Form 5500 plan (The Hardy Corporation, 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, The Hardy Corporation, Inc. 401(K) Plan is a benefit plan reported by The Hardy Corporation, Inc. under EIN 63-0180471 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $7,241,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hardy Corporation, Inc.
- EIN
- 63-0180471
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $7,241,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20250428120049NAL0018765776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,241,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,241,842
- Net assets (BOY)
- $6,961,476
Income & contributions
- Employer contributions
- $26,235
- Participant contributions
- $333,483
- Total contributions
- $359,718
- Total income / additions
- $1,502,506
Expenses & distributions
- Benefits paid
- $1,193,692
- Administrative expenses
- $28,448
- Total expenses
- $1,222,140
- Net increase / (decrease)
- $280,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $200 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $0 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $0 | $0 | 2023 |
| The Highlands Accounting Group | NONE | $0 | not reported in the loaded dataset | 2023 |
| The Hardy Group | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hardy Corporation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- John Hancock — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- The Highlands Accounting Group — Schedule C compensation
- The Hardy Group — Schedule C compensation